Firms are doing little to help their advisors access social media beyond basic compliance support
Many advisors are dissatisfied because their firms have failed to deliver on certain promises
Most advisors and their dealer firms respect the value of the active management that mutual funds offer
The average age of advisors at dealer firms has risen, as has the number of advisors who have a succession plan in place
Advisors are dissatisfied with the material their firms send out and management's receptiveness to advisors' feedback
Advisors have long been demanding specialized services for HNW clients; it appears firms are listening
Although advisors have built up their assets under management over the past year, their pay is either going down or stagnant. Advisors also are dissatisfied with reward and recognition progams
Two firms saw their ratings rise significantly — while two firms saw their scores decrease significantly — in several categories
Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and client rosters grown, but these advisors are diversifying their AUM beyond mutual funds
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide more services in the years ahead