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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

Maryna andriichenkoWood gundyScotiamcleod incDominion securities incNational bank financial wealth managementNesbitt burns incLog increate freeGlobe advisorStatistics canadaBig sixBurns incSecurities incPrivate investment adviceGoshka foldaIss market intelligence

Advisor as therapist? The challenges of managing clients emotions

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

United kingdomNew zealand generalNew zealandEdward jonesWood gundyScotiamcleod incLeede jones gable incNesbitt burns incAltus private wealth incNational bank financial incNational bank financialWellington altus private wealthReport cardLeede jones gablePrivate investment advice

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

Kim campbellBrian mulroneyRichardson greenshieldsJean chrScotiamcleod incRichardson wealth ltdDominion securities incMidland walwyn capital incNesbitt burns incMerrill lynchCanada ltdToronto blue jaysLevesque beaubien geoffrion incWood gundy incBurns fry ltdNesbitt thomson 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 kingdomNew zealand generalNew zealandShaun hauserBryan mcnallyCraig meedsTodd barnesDavid agnewAltus private wealth incDominion securities incConquest planning incScotiamcleod incEnvestnet incPrivate investment adviceReport cardAtlantic canada

Investment advisors demand respect and flexibility | Investment Executive

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

New zealand generalNew zealandBryan mcnallyScott stennettStephan bourbonnaiAdam elliottTodd barnesAltus private wealth incDominion securities incRichardson wealth ltdA financial groupScotiamcleod incWellington altus private wealth incRichardson wealthFidelity clearing canadaPrivate wealth

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