Ratings for TD Wealth Private Investment Advice, BMO Nesbitt Burns and ScotiaMcLeod swung dramatically this year for a variety of reasons. Corporate culture, strategy and communication were key points of focus for advisors
The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced
A remarkable 71% of investment advisors support the CSA's proposal to introduce a best interest standard due to the need to elevate industry standards across the board and to increase transparency in advisor/client relationships
There is growing sentiment that financial advice is increasingly available only to high net-worth investors
The enhanced performance and fee disclosure included in client account statements have yet to make the impact many advisors expected - although some advisors point to other reasons for their continued dissatisfaction
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.
The brokerage business is going through profound change, and advisors are counting on their firms to help them navigate through the new twists and turns
More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic
Assets under management have remained steady over the past year, ending a string of successive gains that advisors have enjoyed this decade, while productivity has increased slightly as advisors trim their client rosters
