Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain
Advisors with Hub Financial were much more pleased with their firm this year the same cannot be said for GWL or Sun Life
The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
Most advisors surveyed for this year's Dealers' Report Card were strongly against regulators banning embedded commissions
Advisors at four firms cited recent changes that have made the experience of dealing with their back office more difficult
There are complaints that larger firms comprise an outsized proportion of the SROs' boards and these firms have a greater voice