Advisors may be vulnerable to disease that affects one in five workers
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
Distributors will be able to offer improved, one-stop reporting
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
When it comes to providing support for financial planning, some firms' ratings rose because of technological improvements to their financial planning software, better education and training, as well as increased flexibility
Following the release of IIROC's final guidelines on the use of social media late last year, firms of all stripes are in various stages of exploring how social media can be harnessed as a communication tool between advisors and their clients