Advisors in Canada’s brokerage sector are reporting healthy growth and satisfaction with their dealers. But the news is not all good for every firm. From the May 2013 issue of Investment Executive newspaper.
May 3, 2013
Advisors in Canada’s brokerage sector are reporting healthy growth and satisfaction with their dealers. But the news is not all good for every firm. From the May 2013 issue of Investment Executive newspaper.
May 3, 2013Advisors were asked to rate their sales assistants for the first time in this year’s Brokerage Report Card
Some bank-owned investment dealers have followed in the footsteps of the top-performing firms by introducing specialized marketing support services that focus on providing customized strategies
Despite many changes taking place within the economy and in the investment industry itself, advisors are still dissatisfied with their firms' technology tools, as well as with the back office and administrative support
In past years, firms either were prohibiting their advisors from using social media or just beginning to explore its use. Now, most firms have policies in place and are offering training and other services
How advisors rated their firms
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…