Firms offer the right pieces: Despite the different business models among the dealer firms, all are providing the main elements that advisors need to drive their success. From the June 2014 issue of Investment Executive newspaper.
May 27, 2014
Firms offer the right pieces: Despite the different business models among the dealer firms, all are providing the main elements that advisors need to drive their success. From the June 2014 issue of Investment Executive newspaper.
May 27, 2014Thanks largely to strong equities markets, mutual funds are enjoying a resurgence. And for Canada’s mutual fund dealers, the growth has been even headier. Canadian mutual fund assets under management (AUM) topped $1 trillion for the first time earlier this year. And according to Investment Executive’s (IE) 2014 Dealers’ Report Card, mutual fund dealers are […]
How advisors rated their firms
Confusing corporate structures and, in certain cases, executives' dismissive attitudes can make it difficult to be heard
Investment Executive often is asked why the specific firms in the Dealers' Report Card are included, as some are one-stop shops that offer a plethora of support services while others offer a bare-bones platform. Here's a closer look
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…