Top marks for getting tough
Most planners see the bureaucratic headaches as a necessary evil
Most planners see the bureaucratic headaches as a necessary evil
Dramatic jump may be partly a result of consolidation; spending is paying off
Improved marks for account statements show firms are listening to long-standing complaints
Investment policy statements, letters of engagement ensure advisors and clients keep to the original deal
Research material gets the highest jump in marks in this year’s report card
Planners say they’re paying out more and getting back less
Most firms becoming more co-operative when planners decide it’s time to part company; IG still blocks client transfers
Many phone calls, many questions produced a winner — and some surprises
Planner wins for fifth time in six years, but ratings fall in 14 categories; Manulife Securities, Laurentian Financial gaining fast
Average AUM has barely budged in the past year, moving to $18.3 million from $18.1 million
