Michael Trklja's Wealth Professional Canada Top 50 Advisor Profile.
Laurie Bonten's Wealth Professional Canada Top 50 Advisor Profile.
Bank of Montreal’s earnings for the third quarter came in a bit above most analyst expectations, but its wealth management segment provided record results with net earnings doubling to $218 million.
Canada’s Big Six didn’t crack the top-three in JD Power’s investor satisfaction survey. But overall satisfaction with the full-service investment firms increased – especially among investors who were given a transparent account of fees.
Wall Street often sets fashion for the financial industry. If this trend catches on, fashionable advisors may want to stock up on funky socks.
Customer satisfaction in Canadian banks improved in 2013, but more people see banks as lagging in innovation and customer focus. The Big Five are also underperforming mid-sized rivals.
Is a preference for a certain type of investment standing between you and thousands of potential clients? New Canadian research is hinting at an answer.
Clients may assume that advisors manage their own investments. But is it better to have an outside view to avoid tunnel vision?