Despite surging stock markets and an all-time high in mutual fund assets under management, advisors are falling behind and looking to their firms for more support. From the June 2015 issue of Investment Executive newspaper.
May 22, 2015
Despite surging stock markets and an all-time high in mutual fund assets under management, advisors are falling behind and looking to their firms for more support. From the June 2015 issue of Investment Executive newspaper.
May 22, 2015With all but one firm seeing a drop in their rating for delivery on promises, it's clear that firms have to make a greater effort to keep their word to their advisors
Advisors are taking home less in pay this year, but many still lauded their firms for maintaining fair payout structures
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…