Advisors are managing more client assets than ever before, but they face a foggy, uncertain future as their firms — and the industry at large — are going through major changes
May 16, 2018
Advisors are managing more client assets than ever before, but they face a foggy, uncertain future as their firms — and the industry at large — are going through major changes
May 16, 2018Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said it has merit
Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account access for clients" category because of suboptimal client experiences
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…