Advisors are managing more client assets than ever before, but they face a foggy, uncertain future as their firms — and the industry at large — are going through major changes
May 16, 2018
Advisors are managing more client assets than ever before, but they face a foggy, uncertain future as their firms — and the industry at large — are going through major changes
May 16, 2018Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said it has merit
Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account access for clients" category because of suboptimal client experiences
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,…