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How top wealth advisors are succeeding in a changed ...
www.theglobeandmail.com
· Remarks by Craig Meeds, head of private investment advice at TD Wealth, Private Wealth Management.
Are brokerage leaders listening? - Investment Executive
www.investmentexecutive.com
· “Pandemic or no pandemic, you’ve got to make sure you can pivot your engagement model with your advisors,” said Craig Meeds, head of private investment advice with TD Wealth PIA, “and make sure [you] still are listening to feedback and then acting on the feedback.” NBF advisors also felt their voices were being heard by their firm, which received a rating of 8.9 for …
Firms already acting on Report Card feedback ...
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· TD Wealth PIA wants to build on momentum by addressing weak areas. The “Back office & administrative support” category was the firm’s lowest-rated area for 2021, at 6.7, unchanged from Craig Meeds, head of private investment advice with TD Wealth PIA, said, “We really did double down [regarding] our back-office model.
Lessons for firms in flux - Investment Executive
www.investmentexecutive.com
· Now that the Covid-19 crisis has inspired innovation, “you can’t put the genie back in the bottle,” says Craig Meeds, head of private investment advice at TD Wealth PIA. How we did it. Investment Executive research journalists Emily Fox, James Gaughan, Surina Nath and Swikar Oli spoke to 634 investment advisors from 14 brokerages: six national independents, two regional …
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