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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
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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
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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
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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
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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
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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…

  • June 2, 2023

Advisors’ Report Card 2022

Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms

  • October 10, 2022
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Insurance Advisors’ Report Card 2022

Canada’s insurance advisors are demanding more from their firms and leadership teams

  • September 18, 2022
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Report Card on Banks 2022

While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns

  • August 28, 2022
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Dealers’ Report Card 2022

Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…

  • June 12, 2022
Brokerage Report Card 2022

Brokerage Report Card 2022

During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors.

  • May 15, 2022