Back office a sore spot for many
There's much dissatisfaction regarding firms' back-office departments advisors cite a bevy of concerns
- By: Rudy Mezzetta
- August 22, 2013 October 31, 2019
- 23:00
Latest news in Advisors’ Report Card
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…
- By: Megan Harman
- August 22, 2013 October 31, 2019
- 23:00
Independence equals satisfaction
Advisors with the nine firms that received the highest ratings are able to build their businesses as they see fit
- By: Tessie Sanci
- August 22, 2013 October 31, 2019
- 23:00
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…
- By: James Langton
- August 22, 2013 October 31, 2019
- 23:00
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…
- By: Clare O’Hara
- August 22, 2013 October 31, 2019
- 23:00
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
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
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
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
Rising pay not enough for advisors
Although advisors surveyed for this year’s Report Card series say they are earning more than they did in the past few years, there’s still significant…
- By: Sanam Islam
- August 26, 2011 October 31, 2019
- 09:55
Advisors transcend time of turmoil
Despite a sputtering economy and many challenges along the way, advisors in all channels are continuing to add assets under management, intensifying their focus on…
- By: James Langton
- August 26, 2011 October 31, 2019
- 09:55
Firms step up diversity initiatives
Financial services firms are putting significant efforts into their diversity and inclusion strategies
- By: Olivia Glauberzon
- August 26, 2011 October 31, 2019
- 09:55
Much work needed on tech tools
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate…
- By: Rudy Mezzetta
- August 26, 2011 October 31, 2019
- 09:55
The key to a solid public image
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
- By: Yumi Otagaki
- August 26, 2011 October 31, 2019
- 09:55
Companies failing on financial planning
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
- By: Yumi Otagaki
- August 26, 2011 October 31, 2019
- 09:55
Firms help advisors emerge from the recession
Advisors are looking for the same marketing support, client communication material and business coaching from their mentors as they did during the height of the…
- By: Olivia Li
- August 26, 2011 October 31, 2019
- 09:55