Latest Report Cards

Brokerage Report Card 2018

Advisors face a foggy future

  • May 16, 2018
Regulators Report Card masthead April 2018

Regulators’ Report Card 2018

Dissatisfaction with most of the major regulators that oversee the financial services sector has increased in the past year

  • April 19, 2018
Advisors Report Card 2017

Advisors’ Report Card 2017

Advisors are in need of support from their firms to meet the increasing challenges of doing business

  • October 12, 2017
Insurance Report Card 2017

Insurance Advisors’ Report Card 2017

Firms need to do more to support their advisors

  • August 15, 2017
Report Card on Banks 2017

Report Card on Banks 2017

Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations

  • June 28, 2017
Dealers Report Card 2017

Dealers’ Report Card 2017

There are cracks in the foundation as firms struggle to deliver or meet advi­sors’ expectations

  • June 15, 2017
Brokerage Report 2017

Brokerage Report Card 2017

Banks are exerting unprecedented influence on their brokerage firms

  • May 17, 2017
Regulators Report Card 2017

Regulators’ Report Card 2017

Dealers are becoming more understanding toward regulators

  • April 4, 2017
Advisors Report Card 2016

Advisors’ Report Card 2016

Financial services firms and advisors are adapting to major technological changes, demographic issues and increased regulatory oversight. Thus, advisors are thinking carefully about the support…

  • August 26, 2016
Insurance Report Card 2016

Insurance Advisors’ Report Card 2016

The insurance industry is in a period of transition and Insurance advisors appreciate the support their firms are providing to steer through those changes

  • July 29, 2016
Bank Report Card 2016

Report Card on Banks 2016

Financial advisors are casting a critical eye on their respective banks and taking them to task over the numerous failings that they see

  • June 23, 2016
Dealers Report Card 2016

Dealers’ Report Card 2016

Dealer firms are looking for way to address the many challenges coming their way — much to the approval of financial advisors

  • May 20, 2016