Advisor sentiment | Investment Executive https://www.investmentexecutive.com/tag/advisor-sentiment/ Canada's news source for financial professionals Wed, 12 Nov 2025 22:06:41 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor sentiment | Investment Executive https://www.investmentexecutive.com/tag/advisor-sentiment/ 32 32 Advisor loyalty grew for most wealth firms and banks https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisor-loyalty-grew-for-most-wealth-firms-and-banks/ Thu, 13 Nov 2025 19:16:08 +0000 https://www.investmentexecutive.com/?p=525202 A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card

The post Advisor loyalty grew for most wealth firms and banks appeared first on Investment Executive.

]]> Advisors’ Report Card 2025 main table https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2025-main-table/ Thu, 13 Nov 2025 19:10:13 +0000 https://www.investmentexecutive.com/?p=525244 How advisors and planners in the Report Card series rated their industry channels collectively

The post Advisors’ Report Card 2025 main table appeared first on Investment Executive.

]]> Big Six’s retail-banking businesses gain momentum https://www.investmentexecutive.com/in-depth_/report-cards/big-sixs-retail-banking-businesses-gain-momentum/ Tue, 21 Oct 2025 13:14:46 +0000 https://www.investmentexecutive.com/?p=523076 Most branch advisors and planners felt good about their workplace support in this year's report

The post Big Six’s retail-banking businesses gain momentum appeared first on Investment Executive.

]]> Dealers’ Report Card highlights https://www.investmentexecutive.com/in-depth_/report-cards/dealers-report-card-highlights/ Fri, 12 Sep 2025 13:48:15 +0000 https://www.investmentexecutive.com/?p=519709 This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year

The post Dealers’ Report Card highlights appeared first on Investment Executive.

]]> Tech-savvy dealers prioritize digital training https://www.investmentexecutive.com/in-depth_/report-cards/tech-savvy-dealers-prioritize-digital-training/ Fri, 12 Sep 2025 13:48:14 +0000 https://www.investmentexecutive.com/?p=520019 A look back at the 2024 report and how firms’ efforts have evolved

The post Tech-savvy dealers prioritize digital training appeared first on Investment Executive.

]]> Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 Market volatility, state of economy causing some independent advisors to delay their succession plans

The post Majority of clients have concerns about their financial advisor’s succession: study   appeared first on Investment Executive.

]]> Culture tops pay, technology as most important to advisors https://www.investmentexecutive.com/newspaper_/brokerage-report-card/culture-tops-pay-technology-as-most-important-to-advisors/ Thu, 05 Jun 2025 13:01:00 +0000 https://www.investmentexecutive.com/?p=511335 Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group

The post Culture tops pay, technology as most important to advisors appeared first on Investment Executive.

]]> Brokerage Report Card 2025 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2025-main-chart/ Thu, 05 Jun 2025 12:54:27 +0000 https://www.investmentexecutive.com/?p=511407 How investment advisors rated their firm's support offerings and tools across 14 dealers

The post Brokerage Report Card 2025 main chart appeared first on Investment Executive.

]]> CALU to keep Advocis membership requirement https://www.investmentexecutive.com/news/industry-news/calu-to-keep-advocis-membership-requirement/ Mon, 05 May 2025 20:27:44 +0000 https://www.investmentexecutive.com/?p=508752 A member vote didn't meet the two-thirds threshold needed to drop dual membership

The post CALU to keep Advocis membership requirement appeared first on Investment Executive.

]]> Firms’ performance improves slightly in the eyes of advisors https://www.investmentexecutive.com/newspaper_/dealers-report-card/firms-performance-improves-slightly-in-the-eyes-of-advisors/ Fri, 13 Sep 2024 12:58:00 +0000 https://www.investmentexecutive.com/?p=492356 Advisors appreciate dealers that keep them informed and help them support wealthy clients

The post Firms’ performance improves slightly in the eyes of advisors appeared first on Investment Executive.

]]>