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
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