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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.

August 26, 2016

How we did it

Finding the categories in which firms are succeeding and those in which firms could improve is at the heart of Investment Executive's (IE) Report Card series

  • August 26, 2016 January 22, 2018
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Advisors’ Report Card 2016: Editors discuss the major themes of this year’s Report Card series

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably, advisors and their firms are responding to significant changes relating to technology, demographics and regulation

  • August 26, 2016 December 15, 2017
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Are robo-advisors a threat?

Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about

  • August 26, 2016 January 19, 2018
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Key traits of successful firms

How advisors feel about their firms overall is evident in the ratings for two specific categories

  • August 26, 2016 August 26, 2016
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Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • August 26, 2016 January 19, 2018
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Advisors thrive in time of instability

For the average advisor, AUM is up while client numbers were down, which points to rising productivity as measured by AUM/client household. And, on the bottom line, compensation for the average advisor rose

  • August 26, 2016 January 19, 2018
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Seniors’ issues take centre stage

As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited to help advisors take care of the needs of their aging clients

  • August 26, 2016 August 26, 2016
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Big changes ahead

Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?

  • August 26, 2016 January 20, 2018
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Newer technology’s increasing importance

Advisors are growing their businesses by embracing modern mobile technology and social media

  • August 26, 2016 January 19, 2018
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Attention turns to financial planning

The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising

  • August 26, 2016 August 26, 2016
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