There's higher demand for advisor coaching and consulting that can't be ignored
Compensation is often not the main reason that an advisor will switch firms
How branch-based financial advisors rated their firms’ performance
Responsiveness to feedback is important to advisors, but communication gaps remain
The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly
The appetite for professional financial advice breaks sharply along generational lines
Positive advisor sentiment increased for Canadian equities, natural gas, crude
More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says