Average ratings from advisors in each industry channel
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download the chart.
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
The 2024 Report Card series included advisor views from across Canada
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
FSRA has prioritized discussions with other jurisdictions, Loke says
Retail investors with modest portfolios do not require these risky funds for diversification purposes
Many plan sponsors structured assets to make pension plans more bond-like