Advisors in the dealer space have two favourite words: “independence” and “freedom.” Whether they’re talking about choosing products or business tools, the flexibility offered by their firms often is the key to their happiness.
June 12, 2022
Advisors in the dealer space have two favourite words: “independence” and “freedom.” Whether they’re talking about choosing products or business tools, the flexibility offered by their firms often is the key to their happiness.
June 12, 2022Advisors still value their independence, but firms can be guides and advocates
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
How financial advisors rated their firms’ performance
The dealers that came out on top adapted more quickly than their peers
Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
From inflation to technology hurdles, clients at risk have many concerns
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
Methodology for the Dealers' Report Card 2022
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…