Despite surging stock markets and an all-time high in mutual fund assets under management, advisors are falling behind and looking to their firms for more support. From the June 2015 issue of Investment Executive newspaper.
May 22, 2015
Despite surging stock markets and an all-time high in mutual fund assets under management, advisors are falling behind and looking to their firms for more support. From the June 2015 issue of Investment Executive newspaper.
May 22, 2015With all but one firm seeing a drop in their rating for delivery on promises, it's clear that firms have to make a greater effort to keep their word to their advisors
Advisors are taking home less in pay this year, but many still lauded their firms for maintaining fair payout structures
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…