Training needs to be more fine-tuned in putting the client first, and the product second
Dalbar notes higher client engagement
Statements feature dynamic personalized messaging and goal based reporting
Majority of firms, including frontrunner Dynamic, omit clients’ most sought-after piece of information: Rate of return
Firms need to keep up with the changing expectations of clients
BMO, Franklin Templeton, RBC Direct Investing earn top marks
Deadline approaching for proposed Ontario Information and Communications Standard
Dalbar’s new criteria yields significantly lower scores
Standard Life takes second place
Higher volumes generated more revenue than planned