Keyword: Planners’ Report Card

115 results found

Consolidation may be to blame for low marks at some firms, planners suggest

There are some exceptions, to be sure. But generally a well-structured payout makes for happier planners

Quotes from the industry

  • By: IE Staff
  • June 6, 2001 November 16, 2019
  • 13:57

That may change once MFDA up and running. But some planners still say process is a nightmare

Planners are feeling pressure from head office more than ever

Overall marks are better, but many planners are finding it hard to cope with their first bear market

But with technology still evolving, planners should keep their eyes on the next learning curve

Quotes from the industry

  • By: IE Staff
  • June 6, 2001 November 16, 2019
  • 13:48

FundEX offers planners 100% payout; Money Concepts offers independence with head office support

2001 Planners’ Report Card How advisors rated their firms     ASSANTE BALANCED BERKSHIRE CMG DUNDEE IG IPC MANULIFE PRIMERICA REGAL SUN LIFE TWC WH STUART FUNDEX MONEY CONCEPTS AVERAGE                                   FRONT OFFICE 6.4 7.1 7.9 7.3 6.7 8.5 […]