Latest Report Cards

dealers' report card 2021

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

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

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
IE Advisor’s Report Card 2019 Cover

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

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

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
2019 Brokerage Report Card

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
business people standing in line under a magnifying glass

Regulators’ Report Card 2019

More satisfaction with IIROC, the MFDA and four of the country’s provincial regulators

  • April 5, 2019
Road map to success

Advisors’ Report Card 2018

Advisors are looking to their firms for help in planning for the future

  • August 29, 2018
IARC 2018 newspaper page

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