Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
October 11, 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
October 11, 2021Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts
Our methodology explained
Average ratings from advisors in each industry channel
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
Investment Executive's full Report Card series shows that book values and productivity have increased since 2019
Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Some advisors say wealthy investors are not getting service that meets high expectations
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…