During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top
marks from advisors
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top
marks from advisors
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
Technology investment alone is not a panacea
Firms are investing in support systems for a hybrid future
The key to success is providing ongoing support and system adjustments
Check out the trends from the past five years across the brokerage firms
Methodology for the Brokerage 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…