Systems chalk up higher marks
But with technology still evolving, planners should keep their eyes on the next learning curve
- By: Kate McCaffery
- June 6, 2001 November 16, 2019
- 13:49
Latest news in Dealers’ Report Card
Different firms have different structures
FundEX offers planners 100% payout; Money Concepts offers independence with head office support
- By: Laura Urmoneit
- June 6, 2001 November 16, 2019
- 10:55
Why Primerica reps are happy campers
2001 Planners’ Report Card How advisors rated their firms ASSANTE BALANCED BERKSHIRE CMG DUNDEE IG IPC MANULIFE PRIMERICA REGAL SUN LIFE TWC WH…
- By: Jeff Sanford
- June 6, 2001 November 16, 2019
- 10:52
No such thing as a “typical planner”
As a group, you're still mostly male, and almost all are well-educated. But that's where similarites end
- By: Stewart Lewis
- June 6, 2001 November 16, 2019
- 10:48
The one-stop shop
Traditional planners respond as competitors invade their turf
- By: James Langton
- June 6, 2001 November 16, 2019
- 10:36
Primerica leads the pack
Its planners give it top marks, especially for stability. That's not surprising these days
- By: Ryan Jennings
- June 6, 2001 November 16, 2019
- 10:22
Fixing compensation
<i>Planners look to alternate compensation methods </i>
- By: Grant McIntyre
- March 26, 2001 November 16, 2019
- 00:00
Many planners against designations
<i>They don’t have formal training — and don’t think they need it</i>
- By: Grant McIntyre
- March 26, 2001 November 16, 2019
- 00:00
Who can you trust?
<i>It’s got to be both the messenger and the message</i>
- March 26, 2001 November 16, 2019
- 00:00
Great expectations often fizzle into compromises
<i>What you get in one area you give up in another</i>
- March 26, 2001 November 16, 2019
- 00:00
Planners mainly sellers of funds
<i>The advisors who participated in our first annual Planners’ Report Card are as diverse as...</i>
- By: James Langton
- March 26, 2001 November 16, 2019
- 00:00
Primerica makes its pitch
<i>Philosophy at odds with rivals</i>
- By: Al Emid
- March 26, 2001 November 16, 2019
- 00:00
Getting your name out there
</i>Executed properly, it can mean instant recognition</i>
- March 26, 2001 November 16, 2019
- 00:00
Technology, stability and pay
<i>What’s at stake in how the planners rank their firms</i>
- By: James Langton
- March 26, 2001 November 16, 2019
- 00:00
Pulling no punches
<i>Planners gave their firms significantly lower marks this year</i>
- By: Ryan Jennings
- June 13, 2000 November 16, 2019
- 23:00
What a difference a year makes
<i>Planners, who last year dismissed the need for designations, are seeing the light</i>
- By: Laura Urmoneit
- June 6, 2000 November 16, 2019
- 23:00
Planners cry for help
<i>Most say there is a need for more tech support and better training in using front-office software</i>
- By: Sheila Avari
- June 6, 2000 November 16, 2019
- 23:00
Payout can be high, but so is overhead
<i>Planners complain about lack of company support, but few are willing to sacrifice a chunk of their paycheques for it</i>
- By: Ryan Jennings
- June 6, 2000 November 16, 2019
- 23:00
Moving is getting harder
<i>Non-compete contracts and penalties to transfer accounts are taking hold</i>
- June 6, 2000 November 16, 2019
- 23:00
Carry-through vital on deals
<i>Integration of acquired assets is key to successful takeover</i>
- By: James Langton
- May 31, 2000 November 16, 2019
- 23:00
Bigger fish, smaller pond
<i>Consolidators gobble up the independents</i>
- By: James Langton
- May 31, 2000 November 16, 2019
- 23:00
Good-bye to independence?
<i>The planning business is becoming more institutionalized - and more professional</i>
- By: James Langton
- May 31, 2000 November 16, 2019
- 23:00
What constitutes independence?
<i>Reps receive signals, subtle and otherwise, to sell proprietary products</i>
- By: James Langton
- May 31, 2000 November 16, 2019
- 23:00