Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms employ in these areas differ substantially
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
Firms that haven't restored their grid and bonus payouts to pre-recessionary levels garnered the most displeasure from their advisors. In contrast, advisors were most pleased at dealers that offer a balance among support, independence and payouts
Advisors surveyed this year say branch managers can be "good," "bad" or "ugly"