Editors on Brokerage Report Card: Things are looking up
- By: IE Staff
- April 28, 2011 October 31, 2019
- 21:32
Latest news in Report Cards
CIBC Wood Gundy on improved report card scores
- By: Monique Gravel
- April 27, 2011 October 31, 2019
- 20:54
Targeting top clients
Although some firms provide standout service in products and support for high net-worth clients, the laggards are starting to catch up (includes chart)
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Pay levels please advisors
A higher overall average rating in the “firm’s total compensation” category, as well as much higher scores for four firms, indicate that things are definitely…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Diverging fortunes
While advisors with Macquarie, Wood Gundy and ScotiaMcLeod are more pleased with their firms, Canaccord and Nesbitt require some work
- By: Rudy Mezzetta
- April 27, 2011 November 6, 2019
- 11:17
Firms aim to be more diverse
Brokerages find unique ways to welcome and encourage women’s roles in the workplace
- By: Ayah McKhail
- April 27, 2011 November 6, 2019
- 11:17
Firms are back in growth mode
Recruitment and top-notch transition support are back in the spotlight as brokerage firms focus on growing their businesses by attracting the industry’s top talent
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
A clear road ahead
After a tumultuous few years — in which advisors suffered, then began to recover from the global financial crisis — it appears that it’s full…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Lower-end advisors lead rebound
The industry’s top performers are anything but this year, as average AUM and productivity among the top 20% of brokers is down year-over-year. However, the…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Opportunities abound in social media
Many advisors surveyed for this year’s Brokerage Report Card say that they see much potential in using social media websites such as Facebook, Twitter and…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Customization is the key
Firms that offer marketing support that includes customized and creative strategies delivered by a group of experts are those that received the highest level of…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Mobility a growing factor
Advisors were most satisfied with the firms that provide solid desktop and mobile technology
- By: Olivia Glauberzon
- April 26, 2011 November 6, 2019
- 11:57