Investment Planning Counsel partners with Conquest to Drive Efficiency and Personalization of Financial Planning Experience.
TORONTO, April 27, 2021 /CNW/ – Investment Planning Counsel (IPC) released a study today that gives insights into how financial advisors are growing their business over the course of the COVID-19 pandemic. Advisors are accelerating their adoption of technology and want stronger support from their dealers to help improve operational efficiencies and manage relationships with clients.
The study, conducted in partnership with Environics Research, revealed that financial advisors are prioritizing technology when looking to their dealers for support. Among the roughly two-thirds of advisors