Advisors in the dealer space have two favourite words: “independence” and “freedom.” Whether they’re talking about choosing products or business tools, the flexibility offered by their firms often is the key to their happiness.
June 12, 2022
Advisors in the dealer space have two favourite words: “independence” and “freedom.” Whether they’re talking about choosing products or business tools, the flexibility offered by their firms often is the key to their happiness.
June 12, 2022Advisors still value their independence, but firms can be guides and advocates
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
How financial advisors rated their firms’ performance
The dealers that came out on top adapted more quickly than their peers
Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
From inflation to technology hurdles, clients at risk have many concerns
Several dealers saw upticks in their ratings after upgrading their statements and client portals, but shortcomings persist
Methodology for the Dealers' Report Card 2022
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…