2011 Dealers’ Report Card

DRC 2011: Editor on top line results

• May 26, 2011 October 31, 2019
• 13:40

Dundee head of retail on strong report card, iPads

• May 26, 2011 October 31, 2019
• 13:35

Assante president on top report card scores

• May 26, 2011 October 31, 2019
• 13:30

Climbing out of the depths

Dissatisfaction reigned in last year’s Dealers’ Report Card, but the results for the 2011 survey reveal a sector and a financial advisory force that is regaining much lost ground (includes main chart and one other)

• May 26, 2011 November 16, 2019
• 13:10

Advisors enjoying hearty gains

The latest phase of the economic recovery has been a lucrative one for Canada’s mutual fund dealers and their financial advisors. In fact, for an industry segment that some have written off as being obsolete or in decline, the fund dealer business is enjoying some lusty gains. Investment Executive‘s latest survey of fund dealers shows […]

• May 26, 2011 November 16, 2019
• 12:55

Communication a priority

The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers

• May 26, 2011 November 16, 2019
• 12:50

Payouts inch upward

Although advisors are receiving greater pay, they say non-monetary recognition is equally important in a compensation package (includes chart)

• May 26, 2011 November 16, 2019
• 12:45

Firms emphasize training

The dealer firms that provide the best ongoing training platforms, advisors say, are those that have put a significant effort into live sessions and conferences as well as webinars (includes chart)

• May 26, 2011 November 16, 2019
• 12:40

Firms handle tough amalgamations

Advisors need the comfort of knowing they can run their businesses as usual

• May 26, 2011 November 16, 2019
• 12:35

Regional efforts please reps

Advertising campaigns and marketing support that cater to specific regions receive advisors’ praise

• May 26, 2011 November 16, 2019
• 12:30