Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
Having skilled, experienced and helpful staff with long tenure in the firm goes a long way toward ensuring advisors are satisfied with their dealer firm's back-office department
The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced
Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed