Laurentian, Peak advisors identify some hurdles
From full-service banking to GICs only
More regulatory activity seen as a hindrance by some, a help by others
Many advisors surveyed in this year’s Planners’ Report Card are moving toward the IDA platform
PFSL planners give their Mississauga-based company top marks for its technology tools
With client base growth exceeding asset growth, advisors at planning firms are seeing declining productivity
Finding the right blend of attributes for its advisors is one key contributing factor
Dual licensing helps client retention; level of insurance support varies from firm to firm
But a few firms on right track when it comes to account statements
Increased costs post short-term burden, but everyone agrees it is a good long-term investment