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Report Cards

Partner Reports

Are your clients invested in healthcare?

October 31, 2022 With: Harvest ETFs
Healthcare business concept

With our support, you can focus on your clients

October 24, 2022 With: Desjardins Financial Security Independent Network
Jane Capell Certified Financial Planner®
Advisors’ Report Card 2022

Advisors still lagging in ESG adoption

October 11, 2022 Roland Inacay
Various symbols of ESG investment strategy
Advisors’ Report Card 2022

Advisors’ books continue to expand

October 11, 2022 James Langton
Full rolodex
Advisors’ Report Card 2022

Client-focused reforms more nuisance than challenge

October 11, 2022 Maddie Johnson
Dandelion coming out from brick pavement
Advisors’ Report Card 2022

ETF usage plateaus among brokerage advisors

October 11, 2022 Katie Keir
Investment graphic flattens out
Advisors’ Report Card 2022

Advisors stick to their values

October 11, 2022 Katie Keir
Two people shaking hands
Advisors’ Report Card 2022

What advisors had to say about products

October 11, 2022 IE Staff
Two people harvesting money from a tree
ETF Guide 2022

Crypto investors not shaken in bear market

October 11, 2022 Daniel Calabretta
Bear juggling various crypto coin symbols
ETF Guide 2022

Back to earth

October 11, 2022 Mark Burgess
People exiting a plane looking tired
Advisors’ Report Card 2022

Advisors laud firms’ diversity efforts

October 11, 2022 Alisha Mughal
Diverse group of coworkers meeting
ETF Guide 2022

The high priest of passive investing

October 11, 2022 Maddie Johnson
Portrait of Jack Bogle
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