What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2014 issue of Investment Executive newspaper.
July 25, 2014
What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2014 issue of Investment Executive newspaper.
July 25, 2014Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
How advisors rated their firms
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology because of the increasing role it plays in their individual practices. “We are in a mobile world,” says an advisor in Ontario with Waterloo, Ont.-based Sun Life Financial (Canada) Inc. […]
There's much concern among advisors that their firms are not doing enough to bring in new blood
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
Insurance advisors see big growth in AUM, clients and compensation
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…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms