The annual Report Card reveals the priorities of investment advisors across Canada, looking at 14 investment dealers. Here’s a look at advisors’ technology, business and workplace needs.
June 5, 2025
The annual Report Card reveals the priorities of investment advisors across Canada, looking at 14 investment dealers. Here’s a look at advisors’ technology, business and workplace needs.
June 5, 2025Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
From working groups to consulting with regulators, brokerages want to help smooth client conversations
How investment advisors rated their firm's support offerings and tools across 14 dealers
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.
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry