Advisor sentiment – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Thu, 24 Nov 2022 17:59:15 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor sentiment – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Advisor business support growing across Canada’s wealth firms https://uat-phoenix.investmentexecutive.com/news/industry-news/advisor-business-support-growing-across-canadas-wealth-firms/ Thu, 24 Nov 2022 14:00:41 +0000 https://www.investmentexecutive.com/?p=455637 There's higher demand for advisor coaching and consulting that can't be ignored

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]]> Retaining advisors is a balancing act https://uat-phoenix.investmentexecutive.com/news/people/retaining-advisors-is-a-balancing-act/ Wed, 09 Nov 2022 15:50:13 +0000 https://www.investmentexecutive.com/?p=454809 Compensation is often not the main reason that an advisor will switch firms

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]]> Report Card on Banks 2022 main chart https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2022-main-chart/ Mon, 29 Aug 2022 04:10:04 +0000 https://www.investmentexecutive.com/?p=450084 How branch-based financial advisors rated their firms’ performance

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]]> Banks say they’re listening, but not all advisors agree https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks/banks-say-theyre-listening-but-not-all-advisors-agree/ Mon, 29 Aug 2022 04:09:00 +0000 https://www.investmentexecutive.com/?p=450034 Responsiveness to feedback is important to advisors, but communication gaps remain

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]]> Banks struggle to improve ratings https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks/banks-struggle-to-improve-ratings/ Mon, 29 Aug 2022 04:03:00 +0000 https://www.investmentexecutive.com/?p=450027 The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one

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]]> Freedom and leadership drive advisor satisfaction https://uat-phoenix.investmentexecutive.com/newspaper_/brokerage-report-card/freedom-and-leadership-drive-advisor-satisfaction/ Mon, 16 May 2022 04:16:00 +0000 https://www.investmentexecutive.com/?p=444150 The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

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]]> Advisors bullish on commodities after strong quarter https://uat-phoenix.investmentexecutive.com/news/research-and-markets/advisors-bullish-on-commodities-after-strong-quarter/ Tue, 19 Apr 2022 19:36:01 +0000 https://www.investmentexecutive.com/?p=442997 A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly

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]]> Younger investors more likely to drop advisors, embrace DIY investing https://uat-phoenix.investmentexecutive.com/news/industry-news/younger-investors-more-likely-to-drop-advisors-embrace-diy-investing/ Tue, 14 Dec 2021 20:46:20 +0000 https://www.investmentexecutive.com/?p=436025 The appetite for professional financial advice breaks sharply along generational lines

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]]> Advisors more bullish than investors heading into Q4: surveys https://uat-phoenix.investmentexecutive.com/news/research-and-markets/advisors-more-bullish-than-investors-heading-into-q4-surveys/ Thu, 28 Oct 2021 16:52:31 +0000 https://www.investmentexecutive.com/?p=432444 Positive advisor sentiment increased for Canadian equities, natural gas, crude

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]]> U.S. advisors to bolster marketing efforts, target younger clients https://uat-phoenix.investmentexecutive.com/news/research-and-markets/u-s-advisors-to-bolster-marketing-efforts-target-younger-clients/ Thu, 07 Oct 2021 19:18:43 +0000 https://www.investmentexecutive.com/?p=430854 More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says

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