Advisors’ Report Card 2017 main chart
How advisors rated their firms
- By: IE Staff
- August 24, 2017 November 9, 2019
- 00:08
Top Stories in In Depth
Decisive support
Overwhelming backing for “best interest” standard
- By: James Langton
- August 24, 2017 November 9, 2019
- 00:07
Communication’s key role
How advisors feel about their firms' communications efforts has an impact beyond measure
- By: Fiona Collie
- August 24, 2017 November 9, 2019
- 00:06
Notable changes in advisors’ businesses
Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series…
- By: James Langton
- August 24, 2017 November 9, 2019
- 00:05
Shift from smaller accounts begins
Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business
- By: Sophie Allen-Barron
- August 24, 2017 November 9, 2019
- 00:04
Advisors praise product shelves
Having a robust product offering from firms is very important to advisors
- By: Leah Golob
- August 24, 2017 November 9, 2019
- 00:03
No secret formula for success in tech
Two firms have taken very different strategies regarding their technology, but both received high praise from their advisors
- By: Sophie Allen-Barron
- August 24, 2017 November 9, 2019
- 00:02
Stepping up on regulatory support
Advisors lauded firms that are proactive in informing them about changes in regulations and in training
- By: Charles Bossy
- August 24, 2017 November 9, 2019
- 00:01
Slideshow: How insurance advisors have rated their firms this decade
The Report Card average has remained quite stable during the past eight years, but some firms have seen some dramatic changes
- By: Fiona Collie
- August 15, 2017 November 9, 2019
- 09:00
Slideshow: Unique differences among insurance firms’ advisors
For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing
- By: James Langton
- August 2, 2017 November 9, 2019
- 11:00
Insurance Advisors’ Report Card 2017: Editors discuss results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors…
- By: Fiona Collie, Pablo Fuchs
- July 28, 2017 November 9, 2019
- 08:00
Financial literacy boosts loyalty
Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors
- By: Rudy Mezzetta
- July 27, 2017 November 9, 2019
- 23:55
Big shifts in four firms’ ratings
Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases
- By: Fiona Collie
- July 27, 2017 November 9, 2019
- 23:50
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 March 24, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02