Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.
May 20, 2016
Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.
May 20, 2016Although dealer reps have added to their AUM and client totals, a closer look reveals that top performers are focusing on serving their high net-worth clients while the remaining 80% of advisors are growing their client rosters
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…