After a tumltuous couple of years, dealer firms have seen their ratings climb out of the depths. Advisors’ books of business are growing in both size and productivity.
May 26, 2011
After a tumltuous couple of years, dealer firms have seen their ratings climb out of the depths. Advisors’ books of business are growing in both size and productivity.
May 26, 2011Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while others suggest there is plenty of work left to do to bring these services up to par
Advisors are most pleased with the firms that provide technology tools to do business on the go
Client account statements, back office and technology are the areas that leave advisors wanting most
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms