Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews
With the vast majority of advisors focused on planning, firms must continue investing in that area
The Big Six are falling short of retail planners’ salary expectations
Digital tools are important to advisors, but often fall short in performance
Advisors need more support to retain mass-affluent clients with growing wealth
Even the most independent advisors appreciated hearing from their dealerships over the past year
Firms’ ratings varied widely as some struggled to adopt e-signatures
Advisors share their views on the CSA's client-focused reforms