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 challenging headwinds
June 2, 2023
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 challenging headwinds
June 2, 2023Revisiting themes from the 2022 Brokerage Report Card
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
The average advisor managed to grow their business while facing market headwinds
How investment advisors rated their firms' performance
Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with
The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
Communication and education can help calm clients’ anxieties amid challenging economic conditions
The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades
Methodology for the Brokerage Report Card 2023
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
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms