What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the June 2012 issue of Investment Executive newspaper.
May 24, 2012
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the June 2012 issue of Investment Executive newspaper.
May 24, 2012Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other firms, however, are starting to step up their game
The average advisor at the dealer firms is older, more experienced and less productive than last year. And, overall, it appears that advisors may be working a bit harder just to maintain their position within the financial services industry
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…