Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
October 10, 2022
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
October 10, 2022The debate about the benefits of responsible investing persists
Report Cards show financial advisors headed into the market volatility with a buffer
Despite creating additional work for advisors, the new rules aren't affecting business processes significantly
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
Report Card series reveals advisors still value business freedom and strong leadership
Maintaining shelf flexibility and offering adequate product information are key components
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
How advisors across the financial industry rated their segments on average
Methodology for the Advisors’ Report Card 2022
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…