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Encouraging trends in the investment industry's longstanding gender imbalance

Recent data point to a rise in female representation in all advisor industry tenure cohorts as well as in branch managers in the brokerage channel

Canada
Canadian
Maryna-andriichenko
Wood-gundy
Scotiamcleod-inc
Dominion-securities-inc
National-bank-financial-wealth-management
Nesbitt-burns-inc
Log-increate-free
Globe-advisor
Statistics-canada
Big-six

Advisor as therapist? The challenges of managing clients' emotions

Communication and education can help calm clients’ anxieties amid challenging economic conditions

Quebec
Canada
United-kingdom
Wellington
New-zealand-general
New-zealand
British
Edward-jones
Wood-gundy
Scotiamcleod-inc
Leede-jones-gable-inc
Nesbitt-burns-inc

Celebrating 30 years for the Brokerage Report Card | Investment Executive

The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades

Toronto
Ontario
Canada
Kim-campbell
Brian-mulroney
Richardson-greenshields
Jean-chr
Scotiamcleod-inc
Richardson-wealth-ltd
Dominion-securities-inc
Midland-walwyn-capital-inc
Nesbitt-burns-inc

Implementation by firms is key to advisor-pleasing technology

Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with

United-kingdom
Wellington
New-zealand-general
New-zealand
Canada
British
Shaun-hauser
Bryan-mcnally
Craig-meeds
Todd-barnes
David-agnew
Altus-private-wealth-inc

Investment advisors demand respect and flexibility | Investment Executive

Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms

Quebec
Canada
Wellington
New-zealand-general
New-zealand
Bryan-mcnally
Scott-stennett
Stephan-bourbonnai
Adam-elliott
Todd-barnes
Altus-private-wealth-inc
Dominion-securities-inc

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