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
Latest Report Cards
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
Brokerage Report Card 2016
Advisors need some direction. The uncertainty in the industry is evident in both this year’s ratings and the average advisor’s business.
- April 25, 2016
Regulators’ Report Card 2016
The perception of Canada’s regulators is a little rosier despite volatile markets, an unsettled economic environment and increasing regulation
- March 29, 2016
Insurance Advisors’ Report Card 2015
The correlation between the support advisors receive from — and the ratings they gave — their firms and MGAs is no coincidence
- July 24, 2015
Brokerage Report Card 2015
Advisors’ assets under management are up, but firms are failing to meet expectations in many categories
- May 13, 2015
2015 Regulators’ Report Card
Compliance officers and senior executives share their thoughts about the regulators that oversee their businesses.
- March 27, 2015