What do advisors at Canada’s banks and credit unions think about their firms’ technology, compensatin and other issues?
June 23, 2011
What do advisors at Canada’s banks and credit unions think about their firms’ technology, compensatin and other issues?
June 23, 2011Ratings for deposit-taking institutions continue to improve, as do the metrics for advisors’ businesses (includes main chart and one other)
Those with deposit-taking firms are becoming more competitive with the traditional retail investment industry (includes chart)
Although advisors are seeing their take-home pay increase, their satisfaction with compensation is not keeping pace
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
As client and advisor dissatisfaction with account statements continues to mount, much praise emerges for clients’ online access
Banks and credit unions are putting serious efforts toward promoting diversity in the workplace
Credit unions’ community initiatives and the banks’ solid footing during the financial crisis led to advisor satisfaction (includes chart)
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
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…