Freedom and leadership drive advisor satisfaction [Investment Executive - News]
Bank Of Montreal (BMO)
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Source: Investment Executive - News
This article appears in the May 2022 issue of Investment Executive. Subscribe to the print edition, or. During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors. Wellington-Altus Private Wealth Inc.was the top-rated firm in Investment Executive ’s ( IE ) 2022 Brokerage Report Card. Although its IE rating fell to 9.5 from 9.8 a year ago, the firm retained the top spot for the third straight year. (The IE rating is the average of a firm’s category ratings.) “Just when I think that [leadership] is going to slow down, they speed up,” one Wellington-Altus advisor said. “There’s no complacency.” Canaccord Genuity Wealth Management (Canada) received the second-highest IE rating of 9.1, up from 8.6 a year ago. There, advisors also touted a supportive atmosphere. One of Canaccord’s advisors in Ontario said there was a “winning culture,” leading to entrepreneurial advisors hav
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