What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2013 issue of Investment Executive newspaper.
June 21, 2013
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2013 issue of Investment Executive newspaper.
June 21, 2013Banks and credit unions have place added emphasis on issues affecting minorities, women and people with disabilities
How advisors rated their firms
Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff
Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?
Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions
Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
Deposit-taking institutions need to do much better when it comes to advisors' compensation structures
There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light
Younger advisors are joining the business in greater numbers
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…