Keyword: Planners’ Report Card

115 results found

But are all these innovations catching clients’ attention?

Planners object to being “nickel-and-dimed” by companies that like to download costs and chisel away at commissions

The era of consolidation is winding down and the consolidators are shifting their emphasis

How we learned planners’ views on their firms and their businesses

Almost half of planners surveyed do not hold a CFP, and even fewer are pursuing other qualifications

Planners’ Report Card winner sees opportunities in the average Canadian investor

Planners'Report Card: Includes chart "How the advisors rated their firms"

Overall research average drops to 5.7 out of 10 from last year’s 7.4

Planners say their firms should put more emphasis on training

Many say the Internet will form the next level of competition. Here is how three firms have used it