Sales, marketing views differ widely
Consolidation may be to blame for low marks at some firms, planners suggest
Consolidation may be to blame for low marks at some firms, planners suggest
There are some exceptions, to be sure. But generally a well-structured payout makes for happier planners
Quotes from the industry
That may change once MFDA up and running. But some planners still say process is a nightmare
Planners are feeling pressure from head office more than ever
Overall marks are better, but many planners are finding it hard to cope with their first bear market
But with technology still evolving, planners should keep their eyes on the next learning curve
Quotes from the industry
FundEX offers planners 100% payout; Money Concepts offers independence with head office support
2001 Planners’ Report Card How advisors rated their firms ASSANTE BALANCED BERKSHIRE CMG DUNDEE IG IPC MANULIFE PRIMERICA REGAL SUN LIFE TWC WH…
Quotes from the industry
As a group, you're still mostly male, and almost all are well-educated. But that's where similarites end
Traditional planners respond as competitors invade their turf
Its planners give it top marks, especially for stability. That's not surprising these days
