They say bigger’s better on Bay Street. But it could also be tougher.
And how much more are they willing to pay?
U.S. planners irked over CFP Board's latest move.
Few would stay with advisors if direct-payment model raised fees.
The Financial Industry Regulatory Authority (FINRA) today announced that its board of governors approved a proposal requiring brokers to disclose recruitment compensation paid to them as an incentive to move to a new firm.
New research from PriceMetrix shows advisors who use the ‘loss leader’ strategy in pricing their fee-based and transactional business may be leaving money on the table.
Advisor Group’s salary survey shows where you stack up.
Your clients don’t mind paying you to manage their investments, and most of them say you’re worth what you earn.
We provide tools for better client communications.
The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.