Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Advisor satisfaction jumped, pushing average IE rating to a 10-year high
How financial advisors rated their firms
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Advisors still want improved back office support and client materials
Despite a tumultuous 2020, most firms received positive ratings from their advisors in this year’s Report Card
Your clients may want to check their junk mail folder for correspondence from the CRA
How investment advisors rated their firms
While AUM was up, overall productivity has declined from 2020