Keyword: Advisor sentiment

37 results found
A woman adding a star to existing ratings

How branch-based financial advisors rated their firms’ performance

  • By: IE Staff
  • August 29, 2022 June 17, 2024
  • 00:10
Concept of improving satisfaction

Responsiveness to feedback is important to advisors, but communication gaps remain

A woman adding a star to existing ratings

The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one

leadership

The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly

  • By: IE Staff
  • April 19, 2022 April 19, 2022
  • 15:36

The appetite for professional financial advice breaks sharply along generational lines

  • By: Leah Golob
  • December 14, 2021 December 14, 2021
  • 15:46

Positive advisor sentiment increased for Canadian equities, natural gas, crude

  • By: IE Staff
  • October 28, 2021 October 28, 2021
  • 12:52

More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says

  • By: IE Staff
  • October 7, 2021 October 7, 2021
  • 15:18
niche investment

An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list

  • By: Katie Keir
  • September 17, 2021 October 13, 2021
  • 15:06
competition

Advisor-owned firms have added billions in AUA by poaching advisors from banks