Keyword: Planners’ Report Card

115 results found

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