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Latest Report Cards

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
Rock sculpture on the beach balancing mounds of pebbles on top

Insurance Advisors’ Report Card 2022

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

  • September 18, 2022
A woman adding a star to existing ratings

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
Businesspeople brainstorming in the office

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
Advisors' Report Card

Advisors’ Report Card 2021

Findings from the Report Card show the industry has persevered in the face of unprecedented challenges

  • October 11, 2021
hit the target

Insurance Advisors’ Report Card 2021

The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement

  • September 19, 2021
IE Report Card on Banks

Report Card on Banks 2021

Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head

  • August 29, 2021
dealers' report card 2021

Dealers’ Report Card 2021

The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth

  • June 13, 2021

Brokerage Report Card 2021

Most firms in this year’s Brokerage Report Card emerged from the market plunge of March 2020 in a position of strength. Advisors reported their books…

  • May 17, 2021

Dealers’ Report Card 2020

Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.

  • June 4, 2020
Brokerage Report Card 2020

Brokerage Report Card 2020

The average advisor's book was in exceptionally good shape heading into the economic crisis spawned by Covid-19

  • April 30, 2020