Advisor sentiment – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 09 Feb 2024 15:28:34 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor sentiment – Investment Executive https://www.investmentexecutive.com 32 32 Insurance advisors need ample coaching and tools https://www.investmentexecutive.com/news/industry-news/insurance-advisors-need-ample-coaching-and-tools/ Mon, 12 Feb 2024 05:10:42 +0000 https://www.investmentexecutive.com/?p=480170 MGAs and carriers are revamping their support programs in response

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]]> Advisors prize business freedom, lament back-office support https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-prize-business-freedom-lament-back-office-support/ Mon, 16 Oct 2023 04:26:00 +0000 https://www.investmentexecutive.com/?p=472818 Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

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]]> Advisors sound off on financial planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-sound-off-on-financial-planning/ Mon, 16 Oct 2023 04:08:00 +0000 https://www.investmentexecutive.com/?p=472807 With the vast majority of advisors focused on planning, firms must continue investing in that area

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]]> Report Card on Banks 2023 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2023-main-chart/ Mon, 18 Sep 2023 04:14:04 +0000 https://www.investmentexecutive.com/?p=471374 How branch-based financial advisors and planners rated their firms’ performance

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]]> Dealers need to improve communication https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-need-to-improve-communication/ Mon, 28 Aug 2023 04:14:00 +0000 https://www.investmentexecutive.com/?p=470327 Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

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]]> Advisor business support growing across Canada’s wealth firms https://www.investmentexecutive.com/news/industry-news/advisor-business-support-growing-across-canadas-wealth-firms/ Thu, 24 Nov 2022 14:00:41 +0000 https://www.investmentexecutive.com/?p=455637 There's higher demand for advisor coaching and consulting that can't be ignored

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]]> Retaining advisors is a balancing act https://www.investmentexecutive.com/news/people/retaining-advisors-is-a-balancing-act/ Wed, 09 Nov 2022 15:50:13 +0000 https://www.investmentexecutive.com/?p=454809 Compensation is often not the main reason that an advisor will switch firms

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]]> Report Card on Banks 2022 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2022-main-chart/ Mon, 29 Aug 2022 04:10:04 +0000 https://www.investmentexecutive.com/?p=450084 How branch-based financial advisors rated their firms’ performance

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]]> Banks say they’re listening, but not all advisors agree https://www.investmentexecutive.com/newspaper_/report-card-on-banks/banks-say-theyre-listening-but-not-all-advisors-agree/ Mon, 29 Aug 2022 04:09:00 +0000 https://www.investmentexecutive.com/?p=450034 Responsiveness to feedback is important to advisors, but communication gaps remain

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]]> Banks struggle to improve ratings https://www.investmentexecutive.com/newspaper_/report-card-on-banks/banks-struggle-to-improve-ratings/ Mon, 29 Aug 2022 04:03:00 +0000 https://www.investmentexecutive.com/?p=450027 The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one

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