Books of business | Investment Executive https://www.investmentexecutive.com/tag/books-of-business/ Canada's news source for financial professionals Wed, 12 Nov 2025 21:40:32 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Books of business | Investment Executive https://www.investmentexecutive.com/tag/books-of-business/ 32 32 A growth year for the average advisor https://www.investmentexecutive.com/newspaper_/advisors-report-card/a-growth-year-for-the-average-advisor/ Thu, 13 Nov 2025 19:12:40 +0000 https://www.investmentexecutive.com/?p=524889 Advisors across the industry were gaining ground coming into 2025

The post A growth year for the average advisor appeared first on Investment Executive.

]]> Top producers see a business turnaround https://www.investmentexecutive.com/in-depth_/report-cards/top-producers-see-a-business-turnaround/ Tue, 21 Oct 2025 13:10:13 +0000 https://www.investmentexecutive.com/?p=523065 AUM, productivity and pay were all up for the Big Six’s retail branch advisors and planners

The post Top producers see a business turnaround appeared first on Investment Executive.

]]> Buying a book of business? What you need to know https://www.investmentexecutive.com/newspaper_/news-newspaper/buying-a-book-of-business-what-you-need-to-know/ Fri, 07 Feb 2025 20:13:00 +0000 https://www.investmentexecutive.com/?p=501692 Buyers must be prepared to compete on price, but fit is also important

The post Buying a book of business? What you need to know appeared first on Investment Executive.

]]> Positioning your book for a sale https://www.investmentexecutive.com/news/industry-news/positioning-your-book-for-a-sale/ Thu, 21 Sep 2023 19:48:19 +0000 https://www.investmentexecutive.com/?p=472047 There's more than one approach to advisor succession

The post Positioning your book for a sale appeared first on Investment Executive.

]]> Are high rates affecting the market for books of business? https://www.investmentexecutive.com/news/industry-news/are-high-rates-affecting-the-market-for-books-of-business/ Wed, 02 Aug 2023 20:33:34 +0000 https://www.investmentexecutive.com/?p=469495 Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

The post Are high rates affecting the market for books of business? appeared first on Investment Executive.

]]> Reps’ retirement poses risks to clients https://www.investmentexecutive.com/news/from-the-regulators/reps-retirement-poses-risks-to-clients/ Wed, 02 Nov 2022 18:42:46 +0000 https://www.investmentexecutive.com/?p=454751 FINRA issues new guidance on brokerage business succession planning

The post Reps’ retirement poses risks to clients appeared first on Investment Executive.

]]> Advisors’ books continue to expand https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-books-continue-to-expand/ Tue, 11 Oct 2022 04:19:00 +0000 https://www.investmentexecutive.com/?p=452827 Report Cards show financial advisors headed into the market volatility with a buffer

The post Advisors’ books continue to expand appeared first on Investment Executive.

]]> Proportion of top-paid insurance advisors surges https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/proportion-of-top-paid-insurance-advisors-surges/ Mon, 19 Sep 2022 04:13:00 +0000 https://www.investmentexecutive.com/?p=451071 Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

The post Proportion of top-paid insurance advisors surges appeared first on Investment Executive.

]]> Bank advisors saw rise in productivity https://www.investmentexecutive.com/newspaper_/report-card-on-banks/bank-advisors-saw-rise-in-productivity/ Mon, 29 Aug 2022 04:07:00 +0000 https://www.investmentexecutive.com/?p=450032 Branch-based advisors with the Big Six enjoyed book and client-roster growth

The post Bank advisors saw rise in productivity appeared first on Investment Executive.

]]> Avoid the transfer-out train https://www.investmentexecutive.com/news/industry-news/avoid-the-transfer-out-train/ Fri, 04 Feb 2022 20:00:31 +0000 https://www.investmentexecutive.com/?p=438812 Safeguard your business by knowing your client’s PoA and executor

The post Avoid the transfer-out train appeared first on Investment Executive.

]]>