Financial advisors understand the importance of planning for the future, and more and more of the advisors surveyed for this year’s Report Card series are looking to their firms for help in creating road maps for both advisors’ future and that of clients.
August 29, 2018From ethics to products to compensation, here are the categories that advisors gave the highest overall average importance ratings
Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction
How advisors rated their firms
Although many of the basic demographic metrics were relatively stable year-over-year, advisors experienced growth in AUM and productivity, thanks to solid equities markets and stronger than expected economic growth
There is significant trust among advisors that their firms are doing everything possible to keep important data secure
These rules have led to delays, confusion and too much information on clients' statements
Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain
Although advisors have complained for years about their back-office support, some firms have found the winning formula
Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…