On account statements “There’s lots of information that’s missing, such as adjusted-cost basis, that clients may want to see.” — CIBC Wood Gundy broker On freedom from pressure “We are totally independent, absolutely no pressure to sell any products.” — Wellington West advisor On training “I’ve had more training in 15 months than in the […]
Survey shows the average broker finds the issue is important to the industry, but not to them personally
Brokers and firm management appear confident potential merging of major banks won’t hurt their businesses
Record low yields dampen advisors’ enthusiasm for fixed-income products
Industry divided into “have” and “have not” firms, and the “have nots” have some serious deficiencies
Survey shows freedom to deal independently with clients has dropped in the past year
Winnipeg-based firm shuns in-house research; others have done well by building from inside
Ratings are better this year than last for most companies. But some brokers seem unaware of what employers are offering
Meanwhile, those who offer planning advice still far ahead of those who actually have the training
Wellington West finished on top; First Associates next to last