Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 16 Oct 2023 13:08:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Advisors’ Report Card 2023 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2023-main-chart/ Mon, 16 Oct 2023 04:55:17 +0000 https://www.investmentexecutive.com/?p=472906 How advisors across the financial industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2023 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2023/ Mon, 16 Oct 2023 04:51:25 +0000 https://www.investmentexecutive.com/?p=472898 Methodology for the 2023 Report Card series research

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]]> Hurdles for retired, decumulating clients across the industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/hurdles-for-retired-decumulating-clients-across-the-industry/ Mon, 16 Oct 2023 04:50:36 +0000 https://www.investmentexecutive.com/?p=472920 Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

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]]> Advisors prize business freedom, lament back-office support https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-prize-business-freedom-lament-back-office-support/ Mon, 16 Oct 2023 04:26:00 +0000 https://www.investmentexecutive.com/?p=472818 Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

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]]> Book growth fails to boost bottom line https://www.investmentexecutive.com/newspaper_/advisors-report-card/book-growth-fails-to-boost-bottom-line/ Mon, 16 Oct 2023 04:23:00 +0000 https://www.investmentexecutive.com/?p=472816 Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels

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]]> Advisors unfazed by rocky conditions https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-unfazed-by-rocky-conditions/ Mon, 16 Oct 2023 04:20:00 +0000 https://www.investmentexecutive.com/?p=472815 Client mix and advisor tenure affect the difficulty of advising in a tough economy

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]]> Technology still a sticking point https://www.investmentexecutive.com/newspaper_/advisors-report-card/technology-still-a-sticking-point/ Mon, 16 Oct 2023 04:13:00 +0000 https://www.investmentexecutive.com/?p=472811 While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews

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]]> Advisors praise their compliance departments https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-praise-their-compliance-departments/ Mon, 16 Oct 2023 04:12:00 +0000 https://www.investmentexecutive.com/?p=472810 Advisors becoming more dependent on support from compliance professionals

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]]> Advisors sound off on financial planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-sound-off-on-financial-planning/ Mon, 16 Oct 2023 04:08:00 +0000 https://www.investmentexecutive.com/?p=472807 With the vast majority of advisors focused on planning, firms must continue investing in that area

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]]> Advisors still lagging in ESG adoption https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-still-lagging-in-esg-adoption/ Tue, 11 Oct 2022 04:25:00 +0000 https://www.investmentexecutive.com/?p=452829 The debate about the benefits of responsible investing persists

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