2013 Dealers’ Report Card
Financial advisors with Canada’s dealer firms have seen their books and assets swell. Why, then, do they say they are not reaping the benefits? From the June 2013 issue of Investment Executive newspaper.
2013 Dealers’ Report Card: Assante improves in 32 out of 34 categories
Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in the 2013 Dealers’ Report Card. He spoke with Clare O’Hara, staff reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.