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Carte s digital advantage | Investment Executive

How Carte Wealth Management’s top-of-the-line tech empowers advisors to thrive

Kirk puraiMaria jose floresRetirement income groupCanada top growing companiesJohn baynhamCarte wealth managementCarte wealthInvestment executiveDealer report cardTop growing companiesInsurance business canadaWomen leadersElite women

How dealers are managing advisor fees as costs rise

Firms are puzzling out how to balance significant overhead costs with advisor support

Trish nielsenNelson chengJose floresMaria jose floresLiz leporeCanadian investment regulatory organizationWorldsource securities incWorldsource wealth management incCarte wealth management incWorldsource financial management incDesjardins groupSterling mutuals incCarte wealth managementCarte wealthCanadian investment regulatoryWorldsource wealth management

Dealer performance slips in 2023 | Investment Executive

Advisors identify struggles such as back-office glitches and gaps in business support

United kingdomMaria jose floresRichard mcintyreSam febbraroRobert francesManulife securities incPortfolio strategies corpInvestment planning counsel incCarte wealth management incCanada life assurance coSterling mutuals incInvestia financial services incFinancial incPeak financial groupCounsel portfolio servicesReport card

Dealers need to improve communication | Investment Executive

Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

United kingdomRichard mcintyreSean etheringtonJoady guyotManulife securities incCarte wealth management incInvestia financial services incSterling mutuals incManulife securitiesBritish columbiaWealth managementCarte wealthInvestia financial servicesSterling mutuals

Advisors asking for more education opportunities | Investment Executive

The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training

United kingdomMaria jose floresRichard mcintyreJason bobeePortfolio strategies corpDesjardins financial security investments incSterling mutuals incDesjardins financial security independent networkBig universityCarte wealth management incManulife securities incReport cardBritish columbiaManulife securitiesPortfolio strategiesSterling mutuals

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