Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 13 Nov 2025 19:11:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Advisor loyalty grew for most wealth firms and banks https://www.investmentexecutive.com/newspaper_/advisor-loyalty-grew-for-most-wealth-firms-and-banks/ Thu, 13 Nov 2025 19:16:08 +0000 https://www.investmentexecutive.com/?p=525202 How we did it: Advisors’ Report Card 2025 https://www.investmentexecutive.com/newspaper_/how-we-did-it-advisors-report-card-2025/ Thu, 13 Nov 2025 19:15:12 +0000 https://www.investmentexecutive.com/?p=524897 The evolution of succession planning https://www.investmentexecutive.com/newspaper_/the-evolution-of-succession-planning/ Thu, 13 Nov 2025 19:14:56 +0000 https://www.investmentexecutive.com/?p=525020 How software vendors roll out tech tools https://www.investmentexecutive.com/newspaper_/how-software-vendors-roll-out-tech-tools/ Thu, 13 Nov 2025 19:13:58 +0000 https://www.investmentexecutive.com/?p=525035 A growth year for the average advisor https://www.investmentexecutive.com/newspaper_/a-growth-year-for-the-average-advisor/ Thu, 13 Nov 2025 19:12:40 +0000 https://www.investmentexecutive.com/?p=524889 Advisors’ Report Card summary video https://www.investmentexecutive.com/newspaper_/advisors-report-card-summary-video/ Thu, 13 Nov 2025 19:11:37 +0000 https://www.investmentexecutive.com/?p=525190 Wealth firms can do better on tech, advanced planning https://www.investmentexecutive.com/newspaper_/wealth-firms-can-do-better-on-tech-advanced-planning/ Thu, 13 Nov 2025 19:11:19 +0000 https://www.investmentexecutive.com/?p=524876 Advisors’ Report Card 2025 main table https://www.investmentexecutive.com/newspaper_/advisors-report-card-2025-main-table/ Thu, 13 Nov 2025 19:10:13 +0000 https://www.investmentexecutive.com/?p=525244 How loyal are advisors to their firms or banks? https://www.investmentexecutive.com/newspaper_/how-loyal-are-advisors-to-their-firms-or-banks/ Fri, 15 Nov 2024 14:38:00 +0000 https://www.investmentexecutive.com/?p=495953 Regional breakdown of advisor sample https://www.investmentexecutive.com/newspaper_/regional-breakdown-of-advisor-sample/ Fri, 15 Nov 2024 14:37:00 +0000 https://www.investmentexecutive.com/?p=495956