Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019
Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019Firms across the industry enjoyed a solid year of growth (story includes main chart)
The average advisor was younger, with slightly fewer years in the industry and at their firm
The performance rating of the category increased, but a satisfaction gap remains
Which credentials advisors are seeking and why
Over the past decade, female advisors have shared their experiences
From the continued weight of compliance to market fears, there are multiple hurdles to overcome
Advisors are concerned about account size trends
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,…