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