Small dealers’ concerns
Those surveyed say regulators have much work to do
- By: Brent Jolly
- March 31, 2013 November 11, 2019
- 14:30
Latest news in Report Cards
A more effective OBSI is much needed
The financial services industry has many concerns about giving OBSI more power and its campaign to "name and shame" firms
- By: James Langton
- March 31, 2013 November 11, 2019
- 14:30
Ahead of the curve
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
- By: Brent Jolly
- August 24, 2012 October 31, 2019
- 11:00
Firms have work to do on pay
Advisors are seeing their pay nudge higher than in past years, but there remains an overall sense of displeasure when it comes to their firms'…
- By: Johnna Ruocco
- August 24, 2012 October 31, 2019
- 11:00
Apprehension over social media
The financial services industry continues to be slow on the uptake
- By: Clare O’Hara
- August 24, 2012 October 31, 2019
- 11:00
Top performers show how it’s done
The firms that were rated highest by their advisors are each quite different in their business models and desired clientele
- By: Olivia Glauberzon
- August 24, 2012 October 31, 2019
- 11:00
Advisors ignoring their retirement
Financial advisors across all channels of the financial services industry are aging
- By: Fiona Collie
- August 24, 2012 October 31, 2019
- 11:00
Advisors are holding steady
The ongoing market turmoil has kept advisors running in place, as the headline industry metrics have largely held up. However, there are signs that plenty…
- By: James Langton
- August 24, 2012 October 31, 2019
- 11:00
Advisors, firms are evolving
Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support…
- By: Clare O’Hara
- August 24, 2012 October 31, 2019
- 11:00
ARC 2012: Editors discuss key findings
- By: Pablo Fuchs
- August 24, 2012 October 31, 2019
- 11:00
Wealth management takes centre stage
The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for…
- By: Rudy Mezzetta
- August 24, 2012 October 31, 2019
- 11:00
Three key differences in marketing
Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms…
- By: Gian Verano
- August 24, 2012 October 31, 2019
- 11:00
MGAs deliver in communications
Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
- By: Johnna Ruocco
- July 25, 2012 October 31, 2019
- 23:06
A dichotomy in advisors’ compensation
Advisors with dedicated sales agencies are not as happy as their independent counterparts
- By: Olivia Glauberzon
- July 25, 2012 October 31, 2019
- 23:05
Advisors want more product freedom
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
- By: Gian Verano
- July 25, 2012 October 31, 2019
- 23:04
HNW support services in high demand
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
- By: Fiona Collie
- July 25, 2012 October 31, 2019
- 23:03
Insurance advisors see big rebound
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
- By: James Langton
- July 25, 2012 October 31, 2019
- 23:02
2012 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- July 25, 2012 October 31, 2019
- 23:01
Reps see room for improvement
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
- By: Clare O’Hara
- July 25, 2012 October 31, 2019
- 23:00
Divergent views on leadership
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
- By: Brent Jolly
- June 20, 2012 October 31, 2019
- 23:00
Advisors are of two minds on their pay
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Continued improvements please advisors
Financial advisors surveyed for the Report Card say they like the stability of their firms
- By: Rudy Mezzetta
- June 20, 2012 October 31, 2019
- 23:00
2012 Report Card on Banks & CUs main chart
How advisors rated their firms
- June 20, 2012 October 31, 2019
- 23:00
Feeling the pinch
Advisors experience some steep declines in their productivity
- By: James Langton
- June 20, 2012 October 31, 2019
- 23:00
Ratings rise, but there’s still work to do
Firms in the survey still have some gaps to close
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00