Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors need more support from their firms in key areas of financial planning and back office support.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that the Big Six Banks are failing to live up to branch-based advisors’ expectations.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations in some key categories.
Pablo Fuchs, senior editor at Investment Executive, and Fiona Collie, staff writer, discuss the research methods used to create the 2017 Brokerage Report Card.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2017 Brokerage Report Card. This year, investment advisors with bank-owned investment dealers were unhappy with their firm for several reasons.
The bank’s financial advisors will gain access to the Nest Wealth Pro white label robo-advisor platform
White, the bank’s current COO, will replace outgoing CEO Bill Downe, who’s retiring, at the end of the current fiscal year
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest standard and whether their firms are encouraging advisors to drop the smallest clients from their books of business.
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in the Report Card.