Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.
May 20, 2016
Mutual fund and full-service dealer firms are looking for ways to address the many challenges coming their way — much to the approval of financial advisors, who are seeing new highs in their books of business.
May 20, 2016Although dealer reps have added to their AUM and client totals, a closer look reveals that top performers are focusing on serving their high net-worth clients while the remaining 80% of advisors are growing their client rosters
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…