Advisor sentiment – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 17 Oct 2024 14:08:54 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor sentiment – Investment Executive https://www.investmentexecutive.com 32 32 Firms’ performance improves slightly in the eyes of advisors https://www.investmentexecutive.com/newspaper_/dealers-report-card/firms-performance-improves-slightly-in-the-eyes-of-advisors/ Fri, 13 Sep 2024 12:58:00 +0000 https://www.investmentexecutive.com/?p=492356 Advisors appreciate dealers that keep them informed and help them support wealthy clients

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]]> Communication challenges still hamper advisors and firms https://www.investmentexecutive.com/newspaper_/brokerage-report-card/communication-challenges-still-hamper-advisors-and-firms/ Wed, 05 Jun 2024 13:22:00 +0000 https://www.investmentexecutive.com/?p=486902 Many advisors question how effectively their suggestions are acted upon

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]]> Firms shouldn’t underestimate advisors’ business needs https://www.investmentexecutive.com/newspaper_/brokerage-report-card/firms-shouldnt-underestimate-advisors-business-needs/ Wed, 05 Jun 2024 13:20:00 +0000 https://www.investmentexecutive.com/?p=486909 Offering generic or limited practice-building tools can lead to displeased advisors

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]]> Insurance advisors need ample coaching and tools https://www.investmentexecutive.com/news/industry-news/insurance-advisors-need-ample-coaching-and-tools/ Mon, 12 Feb 2024 05:10:42 +0000 https://www.investmentexecutive.com/?p=480170 MGAs and carriers are revamping their support programs in response

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]]> Advisors prize business freedom, lament back-office support https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-prize-business-freedom-lament-back-office-support/ Mon, 16 Oct 2023 04:26:00 +0000 https://www.investmentexecutive.com/?p=472818 Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

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]]> Advisors sound off on financial planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-sound-off-on-financial-planning/ Mon, 16 Oct 2023 04:08:00 +0000 https://www.investmentexecutive.com/?p=472807 With the vast majority of advisors focused on planning, firms must continue investing in that area

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]]> Report Card on Banks 2023 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2023-main-chart/ Mon, 18 Sep 2023 04:14:04 +0000 https://www.investmentexecutive.com/?p=471374 How branch-based financial advisors and planners rated their firms’ performance

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]]> Dealers need to improve communication https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-need-to-improve-communication/ Mon, 28 Aug 2023 04:14:00 +0000 https://www.investmentexecutive.com/?p=470327 Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

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]]> Advisor business support growing across Canada’s wealth firms https://www.investmentexecutive.com/news/industry-news/advisor-business-support-growing-across-canadas-wealth-firms/ Thu, 24 Nov 2022 14:00:41 +0000 https://www.investmentexecutive.com/?p=455637 There's higher demand for advisor coaching and consulting that can't be ignored

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]]> Retaining advisors is a balancing act https://www.investmentexecutive.com/news/people/retaining-advisors-is-a-balancing-act/ Wed, 09 Nov 2022 15:50:13 +0000 https://www.investmentexecutive.com/?p=454809 Compensation is often not the main reason that an advisor will switch firms

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