Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways
Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement
Advisors lauded compliance staff who are approachable and take the time to make sure all regulatory requirements are met
Advisors want their firms to have teams of specialists to help with clients' increasing needs in wealth-management services
CIBC and Meridian received great praise from their advisors, while the other firms in the survey have areas to improve
Big increase in AUM and productivity
Flexible work hours, collegial work environments and support for charity-related initiatives please advisors
All firms saw their ratings in this category rise after most increased their digital offerings
How advisors rated their firms
Advisors ramp up client rosters to stem their losses in AUM