TelosTouch is Officially Out of “Stealth Mode”

Dale Jackson, BNN

A new survey finds Canadians love their investment advisors – but not enough to introduce them to the family. The study by Environics for wealth management firm Systelos also shows a wide gap in understanding between clients and advisors.

Here are some of the key findings:

  • 94 per cent of investors consider themselves loyal – or at least not disloyal – to their investment advisors.
  • 12 per cent have actually fired an investment advisor.
  • Only 47 per cent would recommend them to family members

The survey is intended to highlight the disconnect between what investors expect from advisors and the service that advisors provide.

Read the full article here.

Advisor Insights, News

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