Advisors’ businesses are stronger than ever
Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry are going through
How investment advisors rated their firms
Many of the trends seen in last year's Report Card have picked up steam, with assets under management and productivity rising at a healthy pace because advisors are working with fewer clients, overall, but more wealthy clients
After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year
Although 63.5% of advisors surveyed for the Report Card favour regulators addressing concerns surrounding the use of embedded commissions, opinions were split regarding the right approach: a ban or enhanced transparency
A firm's standing in the eyes of clients and prospective clients is one of the most important issues for advisors, but some firms have work to do to build a strong brand
Advisors at four firms cited recent changes that have made the experience of dealing with their back office more difficult
Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said it has merit