James Pelmore has advice for advisors thinking about using such sites as Facebook, Twitter and LinkedIn
If you plan to use social media with clients, do your research first
As some dealers move away from providing support to advisors, others are intensifying their services
Advisors’ expectations are not being met in a number of areas as performance ratings drop (includes chart, IE:TV)
Firm touts business model as “way of the future for ultra-high net-worth families in Canada”
Although some pulled through better than others, everyone is relieved to get back on track (<b>includes main chart</b>)
But other advisors criticize their firms for lack of flexibility and for paying more attention to high-producing advisors (includes chart)
Now it its 18th year (includes links to previous years)