Advisors gave their deposit taking institutions improved ratings over last year. All the insight, the ratings and the candid comments from the July 2014 issue of Investment Executive newspaper.
June 19, 2014
Advisors gave their deposit taking institutions improved ratings over last year. All the insight, the ratings and the candid comments from the July 2014 issue of Investment Executive newspaper.
June 19, 2014Advisors at all the banks and credit unions in the survey are happier. Many firms garnered major ratings increases
Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support
Flexible work hours, collegial work environments and support for charity-related initiatives please advisors
All firms saw their ratings in this category rise after most increased their digital offerings
How advisors rated their firms
Advisors ramp up client rosters to stem their losses in AUM
Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat
Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay
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