• Amanda Spearing posted an update

      2 weeks ago (edited)

      📊 Inside IG’s Advisor Perception Industry Study: How IG Is Supporting Advisors for the Next 100 Years

      In this in-depth interview with CanadianSME Small Business Magazine, Brent Allen, Head of Sales and Distribution at IG Wealth Management, shares key insights from IG’s newly released Advisor Perception Industry Study and explains how the firm is investing in advisor success as it approaches its 100th anniversary. Drawing on his unique journey from advisor to senior leadership, Brent outlines how technology, high-net-worth support, and succession planning are shaping the future of wealth management in Canada.

      🔑 Key Highlights

      1️⃣ What advisors across Canada are really saying about dealer technology, support, and expectations
      2️⃣ How IG’s $300M technology investment is creating connected, time-saving planning and compliance tools
      3️⃣ The partnerships and platforms helping advisors attract and serve high-net-worth clients more effectively
      4️⃣ Why succession planning is one of the most urgent challenges facing the advisory profession today
      5️⃣ How advisors can future-proof their practices by blending human advice with smart technology

      👇Read the full Interview by Kripa Anand with Brent Allen: https://canadiansme.ca/inside-igs-advisor-perception-industry-study-how-ig-is-supporting-advisors-for-the-next-100-years/

      #CanadianSME #FinancialAdvisors #WealthManagement #AdvisorInsights #SuccessionPlanning #FinTech #ClientExperience #CanadianBusiness

      Sahil Raturi
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