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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

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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