2012 Dealers’ Report Card

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

DRC 2012: Editors discuss key findings

Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, discuss the results of the 2012 Dealers’ Report Card and why “firms feel just right to advisors”. They outline the key finding’s of this year’s survey. They spoke at the TSX Broadcast Centre in Toronto.

A state of stasis exists among reps

May 23, 2012 James Langton

Technology remains a sore spot

May 23, 2012 Rudy Mezzetta

Financial planning in the spotlight

May 23, 2012 Brent Jolly

Inaction causing dissatisfaction

May 23, 2012 Gian Verano

Marketing grows in importance

May 23, 2012 Olivia Glauberzon