Advisor loyalty grew for most wealth firms and banks
A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Latest news in Advisors’ Report Card
How we did it: Advisors’ Report Card 2025
Methodology for our annual Report Card series research
- By: Katie Keir
- November 13, 2025 November 12, 2025
- 14:15
The evolution of succession planning
Advisors, firms have gotten better at planning exits over the past decade
- By: Noushin Ziafati
- November 13, 2025 November 13, 2025
- 14:14
How software vendors roll out tech tools
From planning to support, listening and learning are part of the formula for advisor buy-in
- By: Jonathan Got
- November 13, 2025 November 12, 2025
- 14:13
A growth year for the average advisor
Advisors across the industry were gaining ground coming into 2025
- By: James Langton
- November 13, 2025 November 12, 2025
- 14:12
Advisors’ Report Card summary video
A video presentation of the 2025 Report Card series themes
- By: Roland Inacay
- November 13, 2025 November 13, 2025
- 14:11
Wealth firms can do better on tech, advanced planning
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
- By: Katie Keir & Roland Inacay
- November 13, 2025 November 12, 2025
- 14:11
Advisors’ Report Card 2025 main table
How advisors and planners in the Report Card series rated their industry channels collectively
- By: IE Staff
- November 13, 2025 November 12, 2025
- 14:10
How loyal are advisors to their firms or banks?
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
- By: Katie Keir, Roland Inacay
- November 15, 2024 November 13, 2024
- 09:38
Regional breakdown of advisor sample
The 2024 Report Card series included advisor views from across Canada
- By: Katie Keir, Roland Inacay
- November 15, 2024 November 13, 2024
- 09:37
Advisors’ Report Card 2024 main chart
How advisors across the financial advice industry rated their channels, based on average firm results
- By: IE Staff
- November 15, 2024 November 15, 2024
- 09:36
How we did it: Advisors’ Report Card 2024
Methodology explainer for our annual Report Card series research and report
- By: Katie Keir
- November 15, 2024 November 13, 2024
- 09:35
Five areas where wealth firms most need to improve advisor support
Firms must communicate with advisors and provide training when implementing new systems
- By: Katie Keir
- November 15, 2024 November 13, 2024
- 09:34
Freedom to choose products remains a top priority
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
- By: Roland Inacay
- November 15, 2024 November 13, 2024
- 09:33
How advisors’ books are evolving across Canada’s financial advice industry
While AUM and client household numbers varied across the three channels, there was slight average asset growth
- By: James Langton
- November 15, 2024 November 13, 2024
- 09:32
Advisors feeling cybersecure
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
- By: Emily Fox
- November 15, 2024 November 13, 2024
- 09:31
Advisors’ Report Card 2023 main chart
How advisors across the financial industry rated their channels, based on average firm results
- By: IE Staff
- October 16, 2023 July 25, 2024
- 00:55
How we did it: Advisors’ Report Card 2023
Methodology for the 2023 Report Card series research
- By: Katie Keir
- October 16, 2023 October 13, 2023
- 00:51
Hurdles for retired, decumulating clients across the industry
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
- By: Katie Keir, Emily Fox
- October 16, 2023 October 13, 2023
- 00:50
Advisors prize business freedom, lament back-office support
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
- By: Katie Keir
- October 16, 2023 October 13, 2023
- 00:26
Book growth fails to boost bottom line
Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels
- By: James Langton
- October 16, 2023 October 13, 2023
- 00:23
Advisors unfazed by rocky conditions
Client mix and advisor tenure affect the difficulty of advising in a tough economy
- By: Roland Inacay
- October 16, 2023 October 13, 2023
- 00:20
Technology still a sticking point
While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews
- By: Emily Fox
- October 16, 2023 October 13, 2023
- 00:13
Advisors praise their compliance departments
Advisors becoming more dependent on support from compliance professionals
- By: Alisha Mughal
- October 16, 2023 October 13, 2023
- 00:12
Advisors sound off on financial planning
With the vast majority of advisors focused on planning, firms must continue investing in that area
- By: Katie Keir, Emily Fox
- October 16, 2023 October 16, 2023
- 00:08