Advisors’ Report Card 2025
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Featured In Depth
ETF Guide 2025
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Report Card on Banks 2025
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
Dealers’ Report Card 2025
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
Brokerage Report Card 2025
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…
Insurance Guide 2025
Disability insurance, annuities and much more
Advisors’ Report Card 2024
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
ETF Guide 2024
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
Budget 2025
Everything financial advisors need to know about this year’s federal budget
- November 7, 2025
The Bridging Finance case
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
- July 18, 2025
The case of Emerge ETFs
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
- March 10, 2025
Budget 2024
Everything you need to know about this year’s federal budget
- September 9, 2024
Report Card on Banks 2024
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
- October 15, 2024
Dealers’ Report Card 2024
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
- September 13, 2024
Brokerage Report Card 2024
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…
- June 5, 2024
Advisors’ Report Card 2023
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
- October 15, 2023
ETF Guide 2022
Manufacturers adjust to a new investment environment
- April 22, 2024
ETF Guide 2023
First-mover advantage, how small players survive, liquid alts turn 5, and more
- October 14, 2023
ETF Guide 2021
From cryptoassets to carbon offsets, Canadian ETFs keep adapting to investor demand
- October 11, 2021
Insurance Guide 2021
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…
- June 13, 2021