While advisors are reporting good news about the size of their books, they still say their firms are coming up short. From the May 2015 issue of Investment Executive newspaper.
May 13, 2015
While advisors are reporting good news about the size of their books, they still say their firms are coming up short. From the May 2015 issue of Investment Executive newspaper.
May 13, 2015There are great differences among advisors regarding the changes their firms have made to their compensation structures
Advisors across the board have seen remarkable growth in their books of business, productivity, client assets and take-home pay. Beneath these headline numbers, there are notable shifts in advisors' sources of revenue and product asset mix
Although advisors reported some good news, in that their books of business rose to an all-time high yet again, they also want their firms to be doing more to meet growing expectations
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…