Latest Report Cards

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

Dealer firms are looking for way to address the many challenges coming their way — much to the approval of financial advisors

Advisors need some direction. The uncertainty in the industry is evident in both this year’s ratings and the average advisor’s business.

The perception of Canada’s regulators is a little rosier despite volatile markets, an unsettled economic environment and increasing regulation

Advisors are entering uncharted territory

The correlation between the support advisors receive from — and the ratings they gave — their firms and MGAs is no coincidence

Advisors hold their firms to account

Advisors struggle to get ahead

Advisors’ assets under management are up, but firms are failing to meet expectations in many categories

Compliance officers and senior executives share their thoughts about the regulators that oversee their businesses.

Advisors reach new heights

Advisors ride high; firms, not so much

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