Company celebrates its third anniversary with the appointment of Sue Dabarno to the helm
New executive vice president and former Barclays ETF head Howard Atkinson aims to develop niche ETFs
Advisors have high praise for firms that help them develop strategies to pass on their books
Although they follow different models, World Financial Group, State Farm and PPI ranked at the top in 2006
Manulife’s move consistent with its business model and industry trend toward consolidation
The companies that did well in these areas also ranked highly overall
Even though some firms scored highly, advisors say client account statements could use some improvement
Laurentian, Peak advisors identify some hurdles
But advisors say their companies’ mentorship and training programs could be greatly improved