Having someone to listen to concerns and offer guidance on dealing with clients is a recipe for success
Advisors report that clients have moved toward high-interest savings accounts and segregated funds (includes chart)
Some advisors are happy with what they pay, but others say the technology they buy is not sufficient
Succession planning takes care of aging advisors, and also adds recruiting muscle for firms
Although Desjardins advisors are thrilled with their firm’s direction, DundeeWealth advisors are not so enamoured
Advisors say having a solid advertising campaign, support for their own practices and an easy-to-use consumer Web site are key
Regulators still require dealers to keep paper documents, but electronic documents make process easier
Although some firms have improved back-office offerings, many are still not meeting advisors’ needs
