Mobility a growing factor
Advisors were most satisfied with the firms that provide solid desktop and mobile technology
- By: Olivia Glauberzon
- April 26, 2011 November 6, 2019
- 11:57
Latest news in Brokerage Report Card
Brokers’ businesses returning to form
But while books of business and productivity are on the rise, it appears that some attrition is taking place within the industry (includes chart)
- By: James Langton
- April 28, 2010 November 6, 2019
- 14:35
A growing priority for aging advisors
With the average age of advisors rising, so is the percentage of those with a documented succession plan in place (includes chart)
- By: Anna Olejarczyk
- April 28, 2010 November 6, 2019
- 14:35
Advisors, firms rebuild in wake of tough year
Although some pulled through better than others, everyone is relieved to get back on track (<b>includes main chart</b>)
- By: Clare O’Hara
- April 28, 2010 November 6, 2019
- 14:35
Firms leave much to be desired when it comes to technology
Despite the general dissatisfaction, there were a few bright lights as some firms were commended for their offerings (includes chart)
- By: Gavin Adamson
- April 28, 2010 November 6, 2019
- 14:35
Helping clients, with support of in-house experts
Advisors who raved about their firms’ support services cite quick and direct access to in-house specialists
- By: Olivia Glauberzon
- April 28, 2010 November 6, 2019
- 14:35
Firms praised for fostering collaboration
The best way to support advisors during the recession was to offer increased communication (includes chart)
- By: Dinah Zeldin
- April 28, 2010 November 6, 2019
- 14:35
Firm reputation essential to advisors
Having a strong brand name and surviving the recession intact were important elements
- By: Fiona Collie
- April 28, 2010 November 6, 2019
- 14:35
Firms retool as they enter a new era of growth
Advisors, for the most part, are happy with the many changes that have occurred at their firms
- By: Rudy Mezzetta
- April 28, 2010 November 6, 2019
- 14:35
Advisors praise equity ownership, stable payouts
But other advisors criticize their firms for lack of flexibility and for paying more attention to high-producing advisors (includes chart)
- By: Clare O’Hara
- April 28, 2010 November 6, 2019
- 14:35
The making of a Report Card
Now it its 18th year (includes links to previous years)
- By: Clare O’Hara
- April 28, 2010 November 6, 2019
- 14:35
Software, experts are key to satisfaction
Customized tools and specialized support are essential to developing a solid financial plan, advisors say (includes chart)
- By: Jade Hemeon
- April 28, 2010 November 6, 2019
- 14:35
Firms backing up their advisors
Most firms are offering some type of support for their advisors in this recession (includes chart)
- By: Sarah Phillips
- May 5, 2009 November 6, 2019
- 14:17
Guarantees reign in these troubled times
Despite a slip in the overall rating, advisors remain satisfied with their firms’ support efforts for insurance planning (includes chart)
- By: Gavin Adamson
- May 5, 2009 November 6, 2019
- 11:20
Succession planning now a priority
Team environments become a burgeoning trend for industry worried about the future (includes chart)
- By: Matt LaForge
- May 5, 2009 November 6, 2019
- 11:20
Advisors’ wallets get a little lighter
Overall, take-home pay has decreased as a result of the market and some structural changes (includes chart)
- By: Clare O’Hara
- May 5, 2009 November 6, 2019
- 11:20
Advisors displeased with research desks
Nine of 16 firms see lower ratings; advisors voice concerns about the process (includes chart)
- By: Jade Hemeon
- May 5, 2009 November 6, 2019
- 11:20
Mobile platforms, training take centre stage
It’s not enough to provide advisors with high-end technology tools; firms must also provide solid training on how to use the tools
- By: Olivia Glauberzon
- May 5, 2009 November 6, 2019
- 11:20
Books get smaller
The recession is taking its toll on advisors (includes chart)
- By: James Langton
- May 5, 2009 November 6, 2019
- 11:20
Advisors take market meltdown in stride
But while most advisors remain satisfied with their brokerages, some firms have taken a tumble (includes chart)
- By: Clare O’Hara
- May 5, 2009 November 6, 2019
- 11:20
Having a stake in employer has its benefits
But dissatisfaction arises because of depressed financial services stocks and equity-ownership models
- By: Ashley Spegel
- May 5, 2009 November 6, 2019
- 11:20
A tale of three brokerages
One sees a reversal in fortunes, two others turn downward (includes main chart)
- By: Rudy Mezzetta
- May 5, 2009 November 6, 2019
- 08:40
Compiling the 2009 Brokerage Report Card
674 advisors at 16 investment firms; Plus results from previous years
- By: Clare O’Hara
- May 3, 2009 November 6, 2019
- 12:01
Bank-owned firms could learn from the others
Advisors’ views on their firms’ advertising vary depending on their brokerage’s business model
- By: Aaron Broverman
- April 24, 2008 November 6, 2019
- 15:23
New entrants, new questions
How the Brokerage Report Card is done
- By: Clare O’Hara
- April 24, 2008 November 6, 2019
- 15:09