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Week of May 31, 2019
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Dealers’ Report Card
Back to balance for dealer advisors
Firms are performing better overall, though persistent and growing issues still threaten
May 31, 2019

Dealers’ Report Card
Dealers' Report Card 2019 main chart
See how advisors rated their firms
May 31, 2019

Dealers’ Report Card
Rising tide lifts advisors
Advisors at Canada's fund dealers are generating impressive growth in assets and boosting productivity
May 31, 2019

Dealers’ Report Card
A question of connection
Support and communications categories were big factors in which firms came out on top
May 31, 2019

Dealers’ Report Card
The weight of proprietary product
Negative perceptions about in-house offerings can affect firms' ratings
May 31, 2019

Dealers’ Report Card
Praise and critique for fee-based support
While the category rating stayed the same, the satisfaction gap widened
May 31, 2019

Dealers’ Report Card
Need for insurance support growing
Insurance revenue jumped, but firms aren't meeting advisor expectations quite yet
May 31, 2019

Dealers’ Report Card
Importance of branch managers rises
Branch manager roles vary across dealers, but all advisors seek reliable, expert guidance
May 31, 2019

In Depth

Report Cards
Dealers’ Report Card 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain.
31 May 2019


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