While advisors are reporting good news about the size of their books, they still say their firms are coming up short. From the May 2015 issue of Investment Executive newspaper.
May 13, 2015
While advisors are reporting good news about the size of their books, they still say their firms are coming up short. From the May 2015 issue of Investment Executive newspaper.
May 13, 2015There are great differences among advisors regarding the changes their firms have made to their compensation structures
Advisors across the board have seen remarkable growth in their books of business, productivity, client assets and take-home pay. Beneath these headline numbers, there are notable shifts in advisors' sources of revenue and product asset mix
Although advisors reported some good news, in that their books of business rose to an all-time high yet again, they also want their firms to be doing more to meet growing expectations
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…