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Advisors’ Report Card 2019

Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.

October 10, 2019

Where the industry is succeeding, and falling short

Firms across the industry enjoyed a solid year of growth (story includes main chart)

  • October 11, 2019 October 31, 2019
  • 00:19

Surge in AUM and compensation for frontline advisors

The average advisor was younger, with slightly fewer years in the industry and at their firm

  • October 11, 2019 October 31, 2019
  • 00:18

Firms can improve their training grades

The performance rating of the category increased, but a satisfaction gap remains

  • October 11, 2019 October 31, 2019
  • 00:17

Designations deep dive

Which credentials advisors are seeking and why

  • October 11, 2019 October 31, 2019
  • 00:16

Advisor quotes

Candid comments from across the industry

  • October 11, 2019 October 31, 2019
  • 00:15

Is the industry’s gender mix improving?

Over the past decade, female advisors have shared their experiences

  • October 11, 2019 October 31, 2019
  • 00:14

Threats to the bottom line for advisors

From the continued weight of compliance to market fears, there are multiple hurdles to overcome

  • October 11, 2019 October 31, 2019
  • 00:13

Is the industry favouring higher net-worth households?

Advisors are concerned about account size trends

  • October 11, 2019 October 31, 2019
  • 00:12