Succession planning takes care of aging advisors, and also adds recruiting muscle for firms
Although Desjardins advisors are thrilled with their firm’s direction, DundeeWealth advisors are not so enamoured
Advisors say having a solid advertising campaign, support for their own practices and an easy-to-use consumer Web site are key
Regulators still require dealers to keep paper documents, but electronic documents make process easier
Although some firms have improved back-office offerings, many are still not meeting advisors’ needs
But firms that also have such experts are seeing lower scores for unrelated reasons
Despite their desire for more incentives, bonuses and perks, advisors say money is still Priority No. 1
Some advisors are unclear about what services are offered by their firms
But the full-service platform continues to make headway, with more firms adding a securities arm
But fewer advisors have financial planning designations; women are assuming a greater role