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
Latest Report Cards
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
The average advisor's book was in exceptionally good shape heading into the economic crisis spawned by Covid-19
- April 30, 2020
Advisors’ Report Card 2019
Advisors sound off on where the investment industry is succeeding and where it's falling short, and why they would — or wouldn’t — recommend their…
- October 10, 2019
Insurance Advisors’ Report Card 2019
IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings
- September 19, 2019
Report Card on Banks 2019
IE's 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
- August 22, 2019
Dealers’ Report Card 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain.
- May 30, 2019
Brokerage Report Card 2019
The results of Investment Executive's 2019 Brokerage Report Card show firms and advisors have stepped up their game over the last 12 months
- May 2, 2019
Regulators’ Report Card 2019
More satisfaction with IIROC, the MFDA and four of the country’s provincial regulators
- April 5, 2019
Advisors’ Report Card 2018
Advisors are looking to their firms for help in planning for the future
- August 29, 2018
Insurance Advisors’ Report Card 2018
MGAs received high praise from their insurance advisors while those at dedicated agencies and the lone personal producing general agency were less enthusiastic
- August 7, 2018