Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020
Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020Advisor satisfaction jumped, pushing average IE rating to a 10-year high
How financial advisors rated their firms
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Advisors still want improved back office support and client materials
Whether firms seek recognition or not, they must support advisors
The leaders of Peak and Worldsource reveal their strategies and Covid-related measures
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Canada’s insurance advisors are demanding more from their firms and leadership teams
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…