Special Feature

Advisors’ Report Card 2016

Canada's financial services sector is in the midst of adapting to significant changes, including the rise of robo-advisors and the growing regulatory complexities of working with an aging clientele. Thus, advisors surveyed for Investment Executive's 2016 Report Card series are thinking carefully about the support they need from their firms to meet these new realities.

How advisors rated their firms

By IE Staff | September 2016

Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack

Research editors:
Fiona Collie and Pablo Fuchs

Click the image below to download a copy of the main chart.

How advisors rated their firms

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