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Latest news in Advisors’ Report Card

Advisors connect with new tech

Support for mobile technology and for using social media rose in importance - and it's the younger advisors driving this trend

Rewards matter little to advisors

Not only is recognition a poor substitute for better pay, many advisors say, but it's just the top advisors who are rewarded

  • By: Leah Golob
  • August 21, 2014 October 31, 2019
  • 23:00

Advisors ponder their succession

As the glut of baby-boomer advisors continues to get older, succession programs are becoming more and more important

Bracing for major regulatory changes

For the most part, firms are on the ball in helping their advisors deal with the major regulatory changes that are taking place in the…

Reaching new heights

It's been a great year for advisors, as they are enjoying an all-time high in the average book of business while their firms continue to…

Advisors thrilled with compliance

Once considered pariahs within financial services firms, compliance officers are now viewed as “partners” in doing business, who are “eager to help” and respond “immediately”

It’s time for firms to listen up

Advisors of all stripes say that even though their firms are open to receiving advisors' feedback, their suggestions are seldom put into place - nor…

Making inroads

Firms are performing strongly in their approaches to diversity in the workplace

  • By: Brent Jolly
  • August 22, 2013 October 31, 2019
  • 23:00

Half the financial planning battle won

Firms and their advisors have embraced financial planning, but it appears clients have not. Advisors cite the time and the complexity involved in preparing a…

Back office a sore spot for many

There's much dissatisfaction regarding firms' back-office departments advisors cite a bevy of concerns

Book growth and pay not aligned

A key theme of the Report Card series, year in and year out, is that firms could do more on pay. This year, most advisors…

Independence equals satisfaction

Advisors with the nine firms that received the highest ratings are able to build their businesses as they see fit

A year of growth for advisors

Across all channels of the financial services industry, advisors report bigger books and client rosters, on average. However, the rates of growth over the past…

Advisors face hurdles

Concerns focus on firms' back office, technology and receptiveness to advisor feedback. Nonetheless, firms are delivering in the areas in which advisors place the greatest…

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…

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…

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…

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

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'…

Apprehension over social media

The financial services industry continues to be slow on the uptake

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

Advisors ignoring their retirement

Financial advisors across all channels of the financial services industry are aging

Will growth persist?

Advisors surveyed for this year’s Report Card series report growth in their books and in their pay, but reeling markets may stand in the way…

  • By: Olivia Li
  • August 26, 2011 October 31, 2019
  • 14:00

Middle managers as mentors

Mid-level managers should be very approachable and have a solid understanding of the business

  • By: Iris Leung
  • August 26, 2011 October 31, 2019
  • 09:55