Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other firms, however, are starting to step up their game
The average advisor at the dealer firms is older, more experienced and less productive than last year. And, overall, it appears that advisors may be working a bit harder just to maintain their position within the financial services industry
Although dealer firms still have work to do, the majority of advisors surveyed say their firms are offering exactly the right mix of services to make them happy
Dissatisfaction with client account statements
Dissatisfaction reigned in last year’s Dealers’ Report Card, but the results for the 2011 survey reveal a sector and a financial advisory force that is regaining much lost ground (includes main chart and one other)
The latest phase of the economic recovery has been a lucrative one for Canada’s mutual fund dealers and their financial advisors. In fact, for an industry segment that some have written off as being obsolete or in decline, the fund dealer business is enjoying some lusty gains. Investment Executive‘s latest survey of fund dealers shows […]
The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers
