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2005 Full Service Brokerage Online Review
The 2005 Full Service Brokerage Online Review was conducted in early 2005. The report identified the online features and functionality of the top US based full service firms and compared their features and functionality to the top Canadian full service firms. The report uncovered the missing Canadian online features and lack of adoption in Canada versus US offerings.
The report identified that Canadian firms clearly lack the sophistication and understanding of their US counterparts. Online solutions are fast becoming paramount for attracting and retaining Advisors yet Canadian firms clearly perceive the channel differently. The report identifies the following information:
  • Top US features
  • Top Canadian features
  • Review of Canadian Mutual Fund Advisor sites
  • Client Usage and Trends
  • Broker Usage and Advisor traits
  • Keys to Internet effectiveness
  • Keys to Empowering Brokers via the Internet Channel
  • Conclusions and Recommendations
As advisors continue to offer additional financial products, their ability to fully service the clients effectively, within regulatory constraints, will be imperative. Online availability, design and functionality will be key.
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