Keyword: Planners’ Report Card

115 results found

Investment policy statements, letters of engagement ensure advisors and clients keep to the original deal

Research material gets the highest jump in marks in this year’s report card

Planners say they’re paying out more and getting back less

Most firms becoming more co-operative when planners decide it’s time to part company; IG still blocks client transfers

Many phone calls, many questions produced a winner — and some surprises

Planner wins for fifth time in six years, but ratings fall in 14 categories; Manulife Securities, Laurentian Financial gaining fast

Five funds added to seg fund lineup

  • By: IE Staff
  • July 31, 2003 July 31, 2003
  • 09:23

In an ideal relationship, the client comes first, the planner comes second and firm comes last, advisors say

Companies strive to regain focus after merger between two fails

Whether they are satisfied with their firm or not, most planners are reluctant to even consider moving