Brokerage Report Card 2018
Advisors face a foggy future
- May 16, 2018
Latest Report Cards
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 are in need of support from their firms to meet the increasing challenges of doing business
- October 12, 2017
Insurance Advisors’ Report Card 2017
Firms need to do more to support their advisors
- August 15, 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
There are cracks in the foundation as firms struggle to deliver or meet advisors’ expectations
- June 15, 2017
Brokerage Report Card 2017
Banks are exerting unprecedented influence on their brokerage firms
- May 17, 2017
Regulators’ Report Card 2017
Dealers are becoming more understanding toward regulators
- April 4, 2017
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 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
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
Dealer firms are looking for way to address the many challenges coming their way — much to the approval of financial advisors
- May 20, 2016