Latest Report Cards

Brokerage Report 2017

Brokerage Report Card 2017

Banks are exerting unprecedented influence on their brokerage firms

  • May 17, 2017
Regulators Report Card 2017

Regulators’ Report Card 2017

Dealers are becoming more understanding toward regulators

  • April 4, 2017
Advisors Report Card 2016

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 Report Card 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
Bank Report Card 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

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

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

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
Advisors Report Card 2015

Advisors’ Report Card 2015

Advisors are entering uncharted territory

  • August 21, 2015
Insurance Report Card 2015

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
Banks and CU Report Card 2015

Report Card on Banks & CUs 2015

Advisors hold their firms to account

  • June 18, 2015
Dealers Report Card 2015

Dealers’ Report Card 2015

Advisors struggle to get ahead

  • May 22, 2015