2012 Brokerage Report Card

What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the May 2012 issue of Investment Executive newspaper.

Key themes of the 2012 Brokerage Report Card

Pablo Fuchs, senior editor of Investment Executive, and Olivia Li, staff writer, discuss the results of the 2012 survey. Bigger books of business and improved advisor compensation haven’t translated into better ratings for dealers. The verdict: Firms still have some work to do. They spoke at the TSX Broadcast Centre in Toronto.

2012 Brokerage Report Card main chart

April 26, 2012 IE Staff

Fortunes begin to diverge

April 26, 2012 Olivia Li

A beacon of hope for advisors

April 26, 2012 James Langton

Four firms take their licks

April 26, 2012 Johnna Ruocco

Two-way communication a priority

April 26, 2012 Fiona Collie

Compensation plans need work

April 26, 2012 Rudy Mezzetta

Comprehensive support is crucial

April 26, 2012 Olivia Li

Firms struggle with mobile technology

April 26, 2012 Shivan Micoo

Firms dip their toes into social media

April 26, 2012 Brent Jolly

Advisors focus on succession

April 26, 2012 Olivia Glauberzon

A look at three types of managers

April 26, 2012 Gian Verano