Advisors’ assets under management are up and firms are delivering on what matters most. But not all the results were rosy. Read what advisors are saying about their firms. From the May 2014 issue of Investment Executive newspaper.
May 5, 2014
Advisors’ assets under management are up and firms are delivering on what matters most. But not all the results were rosy. Read what advisors are saying about their firms. From the May 2014 issue of Investment Executive newspaper.
May 5, 2014Substantial growth in advisors' books of business in this year's Report Card has not translated into bigger paycheques. The percentage of advisors earning more than $500,000 annually has decreased notably over the past year
How advisors rated their firms
Advisors are demanding more from their firms regarding mobile technology - and firms are taking various approaches
Investment dealers and their advisors have embraced discretionary portfolio management en masse
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…