As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited…
Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?
Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance…
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
How advisors rated their firms
Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material
Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the…
Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback
Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors
Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own
There's much debate about how robo-advisors will impact the traditional financial services sector
Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements
How advisors rated their firms
Banks are well prepared to deal with the unique issues affecting aging Canadians
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…
Reps are seeing new highs in their books of business. And advisors are rating their firms higher this year in a variety of categories, as…
Support for mobile technology is becoming more important for financial advisors, and firms are doing a better job of delivering the help advisors need to…
Advisors are happier when their firms focus on informing advisors about what's important, including the firm's strategic focus, and provide the proper channels through which…