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Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • August 26, 2016 November 9, 2019
  • 00:00

Advisors thrive in time of instability

For the average advisor, AUM is up while client numbers were down, which points to rising productivity as measured by AUM/client household. And, on the…

Seniors’ issues take centre stage

As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited…

  • By: Jade Hemeon
  • August 26, 2016 November 9, 2019
  • 00:00

Big changes ahead

Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?

Firms praised for informing advisors

Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably

Insurance Advisors’ Report Card 2016: Editors discuss the results

Insurance Advisors’ Report Card 2016: Editors discuss the results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance…

Finding support in a time of change

The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed

Insurance Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • July 29, 2016 November 9, 2019
  • 00:00

Help in positioning a product is stellar

Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product

Big evolution in rewards

Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go

Marketing support improving

Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material

Mobile tech becomes a major factor

Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the…

Advisors’ focus turns to life insurance

Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises

Four firms see big changes in their ratings

RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased

Bank advisors cast a critical eye

Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise

Back-office blunders continue

Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations

Banks, advisors failing to communicate

Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback

Major focus on financial planning

Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors

Banking model proves to be successful

Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own

Are robo-advisors a looming threat?

There's much debate about how robo-advisors will impact the traditional financial services sector

Greater focus needed in advertising

Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements

Report Card on Banks 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • June 23, 2016 November 9, 2019
  • 23:10

Seniors’ issues take centre stage

Banks are well prepared to deal with the unique issues affecting aging Canadians

Dealers’ Report Card 2016: Editors discuss positive results

Dealers’ Report Card 2016: Editors discuss positive results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…

A happier bunch

Reps are seeing new highs in their books of business. And advisors are rating their firms higher this year in a variety of categories, as…