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
Latest Report Cards
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
Report Card on Banks 2018
Branch-based financial advisors give the Big Six banks higher ratings
- July 11, 2018
Dealers’ Report Card 2018
The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology
- June 13, 2018
Brokerage Report Card 2018
Advisors face a foggy future
- May 16, 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