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
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
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…
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Canada’s insurance advisors are demanding more from their firms and leadership teams
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
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…
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top marks from advisors.
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
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