Dealers’ Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 08 Jan 2025 21:25:43 +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 Dealers’ Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Dealers’ Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-report-card-2024-main-chart/ Fri, 13 Sep 2024 13:02:57 +0000 https://www.investmentexecutive.com/?p=492579 How dealer advisors rated their firms’ support offerings and tools

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]]> How we did it: Dealers’ Report Card 2024 https://www.investmentexecutive.com/newspaper_/dealers-report-card/how-we-did-it-dealers-report-card-2024/ Fri, 13 Sep 2024 13:01:27 +0000 https://www.investmentexecutive.com/?p=492572 Methodology for the annual Report Card

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]]> 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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]]> Forging ahead in a shifting landscape https://www.investmentexecutive.com/newspaper_/dealers-report-card/forging-ahead-in-a-shifting-landscape/ Fri, 13 Sep 2024 12:57:00 +0000 https://www.investmentexecutive.com/?p=492353 Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures

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]]> Dealers make headway with technology training and support https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-make-headway-with-technology-training-and-support/ Fri, 13 Sep 2024 12:56:00 +0000 https://www.investmentexecutive.com/?p=492350 Report Card results suggest firms are generally getting better at providing advisors with digital tools and training

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]]> Do firms offer enough financial planning support? https://www.investmentexecutive.com/newspaper_/dealers-report-card/do-firms-offer-enough-financial-planning-support/ Fri, 13 Sep 2024 12:55:00 +0000 https://www.investmentexecutive.com/?p=492354 Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers

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]]> Advisors want skilled, collaborative branch managers https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-want-skilled-collaborative-branch-managers/ Fri, 13 Sep 2024 12:54:00 +0000 https://www.investmentexecutive.com/?p=492359 Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations

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]]> The pros and cons of working in a team https://www.investmentexecutive.com/newspaper_/dealers-report-card/the-pros-and-cons-of-working-in-a-team/ Fri, 13 Sep 2024 12:53:00 +0000 https://www.investmentexecutive.com/?p=492357 Most dealer advisors manage their clients on their own, but some found value in collaborating with peers

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]]> Advisors still expect support for their fee-based business https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-still-expect-support-for-their-fee-based-business/ Fri, 13 Sep 2024 12:52:00 +0000 https://www.investmentexecutive.com/?p=492360 When it comes to educational tools, advisors’ needs vary across firms

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]]> Learn more about Investment Executive’s Report Card series https://www.investmentexecutive.com/news/research-and-markets/learn-more-about-investment-executives-report-card-series/ Fri, 05 Jan 2024 15:50:49 +0000 https://www.investmentexecutive.com/?p=478088 The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

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