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For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating

  • June 13, 2018 June 13, 2018
  • 10:00

Factors such as investment strategy and valuation must be considered

  • June 4, 2018 June 4, 2018
  • 11:23

Advisors are facing a bumpy road ahead as their firms go through major transitions

  • June 1, 2018 June 1, 2018
  • 10:00

Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there's hope things will begin to improve

  • June 1, 2018 June 1, 2018
  • 00:14

Lower ratings for "firm's stability" arose from advisors' frustration with many of the major changes taking place

  • June 1, 2018 June 15, 2018
  • 00:10

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

  • May 16, 2018 May 16, 2018
  • 10:00

Robo-advisors and traditional firms are creating new partnerships

  • May 2, 2018 May 1, 2018
  • 00:07

Advisors’ businesses are stronger than ever

  • April 27, 2018 April 27, 2018
  • 10:10

Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry are going through

  • April 27, 2018 April 27, 2018
  • 00:23

After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year

  • April 27, 2018 May 25, 2018
  • 00:20