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
September 13, 2024
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
September 13, 2024How dealer advisors rated their firms’ support offerings and tools
Methodology for the annual Report Card
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
Most dealer advisors manage their clients on their own, but some found value in collaborating with peers
When it comes to educational tools, advisors’ needs vary across firms
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
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card