How advisors rated their firms
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
Banks are well prepared to deal with the unique issues affecting aging Canadians
How advisors rated their firms
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
Advisors have many concerns about their firms' technology, and several firms have much room for improvement
Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways
Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement
Advisors lauded compliance staff who are approachable and take the time to make sure all regulatory requirements are met