What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2012 issue of Investment Executive newspaper.
July 25, 2012
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2012 issue of Investment Executive newspaper.
July 25, 2012Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
Advisors with dedicated sales agencies are not as happy as their independent counterparts
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
How advisors rated their firms
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
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…