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Brokerage Report Card 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, 2023

Have advisors’ challenges changed since 2022?

Revisiting themes from the 2022 Brokerage Report Card

  • June 2, 2023 June 1, 2023
  • 10:35

Investment advisors demand respect and flexibility

Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms

  • June 2, 2023 June 1, 2023
  • 10:30

Brokerage advisors saw growth through a difficult year

The average advisor managed to grow their business while facing market headwinds

  • June 2, 2023 May 31, 2023
  • 10:29

Brokerage Report Card 2023 main chart

How investment advisors rated their firms' performance

  • June 2, 2023 June 17, 2024
  • 10:28

Implementation by firms is key to advisor-pleasing technology

Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with

  • June 2, 2023 June 1, 2023
  • 10:27

Succession planning by investment advisors is catching on

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

  • June 2, 2023 June 1, 2023
  • 10:26

Financial planning support must remain a priority

Brokerage firms are hiring more planning experts and investing in software to keep up with demand

  • June 2, 2023 June 1, 2023
  • 10:25

Advisor as therapist? The challenges of managing clients’ emotions

Communication and education can help calm clients’ anxieties amid challenging economic conditions

  • June 2, 2023 June 1, 2023
  • 10:24

Celebrating 30 years for the Brokerage Report Card

The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades

  • June 2, 2023 June 1, 2023
  • 10:23

How we did it: Brokerage Report Card

Methodology for the Brokerage Report Card 2023

  • June 2, 2023 May 21, 2024
  • 10:22