Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain
May 30, 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain
May 30, 2019Firms are performing better overall, though persistent and growing issues still threaten
See how advisors rated their firms
Advisors at Canada's fund dealers are generating impressive growth in assets and boosting productivity
Support and communications categories were big factors in which firms came out on top
Negative perceptions about in-house offerings can affect firms' ratings
While the category rating stayed the same, the satisfaction gap widened
Insurance revenue jumped, but firms aren't meeting advisor expectations quite yet
Branch manager roles vary across dealers, but all advisors seek reliable, expert guidance
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…