Toronto, Canada, November 10, 2017 --(PR.com
)-- Wealth Professional Canada has just released its 2017 Outstanding Advisory Teams report, highlighting 9 teams that are staying on top of industry trends and outperforming the competition.
The role of financial advisors has become more diverse in 2017 with their jobs focusing more on holistic financial planning, which pushes many advisors to pool their resources. Consumers are now looking for firms that offer a host of services and the teams highlighted in this year’s report meet this need for their clients, whether it’s in-house or through regular partnerships.
“The industry right now is all about holistic financial planning and the advisory firms on this list have used collaboration to meet the needs and expectations of their clients,” said David Keelaghan, WPC news editor. “This has also allowed advisors to focus on the parts of the job they do best. Advisors who are part of a team can easily learn the ropes within this challenging profession and specialize in a way they couldn’t as a solo practice.”
For the full report see issue 5.09 of Wealth Professional Canada, out now or view the list online at http://www.wealthprofessional.ca/rankings/outstanding-advisory-teams-2017/
Wealth Professional Canada (WPC) is designed for today’s sophisticated financial planning and advice professionals. It focuses on providing practical and accessible advice tailored to the needs of financial service industry professionals. WPC also provides the latest industry news and issues, covering diverse topics such as mutual funds, investment research, estate planning, and tax issues – keeping professionals up to date with industry developments and the latest business techniques.
For more information, please contact: