Retirement takes centre stage
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
- By: Olivia Li
- July 27, 2011 October 31, 2019
- 14:35
Latest news in Report Cards
Views differ on technology, back office
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
- By: Yumi Otagaki
- July 27, 2011 October 31, 2019
- 14:35
Advisors in favour of MGA regulation
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
- By: Olivia Glauberzon
- July 27, 2011 October 31, 2019
- 14:35
Advisors give most firms good grades
Ratings for deposit-taking institutions continue to improve, as do the metrics for advisors’ businesses (includes main chart and one other)
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:55
Advisors enjoying growth
Those with deposit-taking firms are becoming more competitive with the traditional retail investment industry (includes chart)
- By: James Langton
- June 23, 2011 October 31, 2019
- 14:40
Feedback less than positive on pay levels
Although advisors are seeing their take-home pay increase, their satisfaction with compensation is not keeping pace
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:30
Vancity, Servus make major gains
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
- By: Sanam Islam
- June 23, 2011 October 31, 2019
- 13:56
Technology: Room for improvement
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
- By: Rudy Mezzetta
- June 23, 2011 October 31, 2019
- 13:56
Online access for clients is rated highly
As client and advisor dissatisfaction with account statements continues to mount, much praise emerges for clients’ online access
- By: Yumi Otagaki
- June 23, 2011 October 31, 2019
- 13:56
A step ahead of the industry
Banks and credit unions are putting serious efforts toward promoting diversity in the workplace
- By: Olivia Glauberzon
- June 23, 2011 October 31, 2019
- 13:56
Firms’ reputations inspire pride
Credit unions’ community initiatives and the banks’ solid footing during the financial crisis led to advisor satisfaction (includes chart)
- By: Iris Leung
- June 23, 2011 October 31, 2019
- 13:00
Dundee head of retail on strong report card, iPads
- By: Richard McIntyre
- May 26, 2011 October 31, 2019
- 13:35
Climbing out of the depths
Dissatisfaction reigned in last year’s Dealers’ Report Card, but the results for the 2011 survey reveal a sector and a financial advisory force that is…
- By: Olivia Li
- May 26, 2011 November 16, 2019
- 13:10
Advisors enjoying hearty gains
The latest phase of the economic recovery has been a lucrative one for Canada’s mutual fund dealers and their financial advisors. In fact, for an…
- By: James Langton
- May 26, 2011 November 16, 2019
- 12:55
Communication a priority
The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers
- By: Rudy Mezzetta
- May 26, 2011 November 16, 2019
- 12:50
Payouts inch upward
Although advisors are receiving greater pay, they say non-monetary recognition is equally important in a compensation package (includes chart)
- By: Olivia Glauberzon
- May 26, 2011 November 16, 2019
- 12:45
Firms emphasize training
The dealer firms that provide the best ongoing training platforms, advisors say, are those that have put a significant effort into live sessions and conferences…
- By: Fiona Collie
- May 26, 2011 November 16, 2019
- 12:40
Firms handle tough amalgamations
Advisors need the comfort of knowing they can run their businesses as usual
- By: Olivia Li
- May 26, 2011 November 16, 2019
- 12:35
Regional efforts please reps
Advertising campaigns and marketing support that cater to specific regions receive advisors’ praise
- By: Yumi Otagaki
- May 26, 2011 November 16, 2019
- 12:30
Stepping up support services
Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while…
- By: Gavin Adamson
- May 26, 2011 November 16, 2019
- 12:25
Mobile offerings are essential
Advisors are most pleased with the firms that provide technology tools to do business on the go
- By: Sanam Islam
- May 26, 2011 November 16, 2019
- 10:53
Firms need to meet expectations
Client account statements, back office and technology are the areas that leave advisors wanting most
- By: Megan Harman
- May 26, 2011 November 16, 2019
- 10:53
