加拿大银行顾问在2023年平均减少了10%的AUM,顶尖表现者受到的打击最大,更年轻的顾问取代了他们。 Canadian bank advisors saw a 10% average AUM drop in 2023, with top performers hit hardest and younger advisors replacing them.

2023年,加拿大银行分行顾问管理的资产平均下降10%,顶尖业绩者在AUM和客户生产率方面下降幅度较大。 Canadian bank branch advisors saw a 10% average drop in assets under management (AUM) in 2023, with top performers experiencing sharper declines in AUM and client productivity. 年轻、经验较少的顾问取代了顶级生产者,高净值客户份额在顶级业绩者中下降,而范围更广的顾问组则看到AUM收益不大,高价值客户暴露增加。 Younger, less experienced advisors replaced top producers, and high-net-worth client shares fell among top performers, while the broader advisor group saw modest AUM gains and increased high-value client exposure. 补偿转向按业绩计薪,顾问收入超过50万美元的人数较少。 Compensation shifted toward performance-based pay, with fewer advisors earning over $500,000. 自2019年以来,产品组合发生了显著变化,共同基金占资产的比例上升至64.7%,而管理的产品和全球投资公司则下降。 Product mix changed significantly since 2019, with mutual funds rising to 64.7% of assets, while managed products and GICs declined. 顾问们报告说,对薪酬、技术和支助的满意度有所提高,尽管对工作量和方案清晰度的反馈各不相同。 Advisors reported improved satisfaction with pay, technology, and support, though feedback on workload and program clarity varied.