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Keyword: Advisor sentiment

24 results found
leadership

The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly

  • By: IE Staff
  • April 19, 2022 April 19, 2022
  • 15:36
suspicious client

The appetite for professional financial advice breaks sharply along generational lines

  • By: Leah Golob
  • December 14, 2021 December 14, 2021
  • 15:46

Positive advisor sentiment increased for Canadian equities, natural gas, crude

  • By: IE Staff
  • October 28, 2021 October 28, 2021
  • 12:52
eb and internet concept with social media and social network signs and words

More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says

  • By: IE Staff
  • October 7, 2021 October 7, 2021
  • 15:18
niche investment

An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list

  • By: Katie Keir
  • September 17, 2021 October 13, 2021
  • 15:06
competition

Advisor-owned firms have added billions in AUA by poaching advisors from banks

business direction

Several firms revamped their business development programs, but advisors still have gripes

communication during covid

Even the most independent advisors appreciated hearing from their dealerships over the past year

  • By: Emily Fox
  • June 14, 2021 June 14, 2021
  • 00:05
a woman looking at her computer

Advisors have cooled on the tech-heavy NASDAQ, with sentiment shifting to cyclical sectors

  • By: IE Staff
  • January 21, 2021 January 21, 2021
  • 12:45