Advisors’ Report Card 2025
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
- November 13, 2025
Latest Report Cards
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
- October 21, 2025
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.
- September 12, 2025
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,…
- June 5, 2025
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
- November 15, 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
Report Card on Banks 2023
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
- September 17, 2023
Dealers’ Report Card 2023
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
- August 27, 2023
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…
- June 2, 2023