Consumer advertising and marketing support have a direct impact on a firm’s image with the public
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
Advisors are looking for the same marketing support, client communication material and business coaching from their mentors as they did during the height of the recession to help get their businesses back in order
There are issues of concern for advisors who work outside urban Canada
Although seg funds with guaranteed income have been the recent story in insurance, the trend is shifting (includes chart)
The pre-eminence of market conditions as a factor in the trajectory of advisors’ businesses is evident when looking at the channels (includes chart)
And two categories have risen in terms of advisor discontent (includes chart)
All signs indicate an economic recovery, but the bull market and its benefits are still elusive (includes chart)
Some industry execs see having older advisors as a benefit, but some observers say a shortage of fresh blood will cause problems (includes chart)