Financial advisors with Canada’s dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper.
June 2, 2013
Financial advisors with Canada’s dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper.
June 2, 2013Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and client rosters grown, but these advisors are diversifying their AUM beyond mutual funds
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide more services in the years ahead
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…