Advisors' Report Card | Investment Executive https://www.investmentexecutive.com/tag/advisors-report-card/ Canada's news source for financial professionals Thu, 13 Nov 2025 19:11:37 +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 Advisors' Report Card | Investment Executive https://www.investmentexecutive.com/tag/advisors-report-card/ 32 32 How we did it: Advisors’ Report Card 2025 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2025/ Thu, 13 Nov 2025 19:15:12 +0000 https://www.investmentexecutive.com/?p=524897 Methodology for our annual Report Card series research

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]]> The evolution of succession planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/the-evolution-of-succession-planning/ Thu, 13 Nov 2025 19:14:56 +0000 https://www.investmentexecutive.com/?p=525020 Advisors, firms have gotten better at planning exits over the past decade

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]]> How software vendors roll out tech tools https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-software-vendors-roll-out-tech-tools/ Thu, 13 Nov 2025 19:13:58 +0000 https://www.investmentexecutive.com/?p=525035 From planning to support, listening and learning are part of the formula for advisor buy-in

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]]> A growth year for the average advisor https://www.investmentexecutive.com/newspaper_/advisors-report-card/a-growth-year-for-the-average-advisor/ Thu, 13 Nov 2025 19:12:40 +0000 https://www.investmentexecutive.com/?p=524889 Advisors across the industry were gaining ground coming into 2025

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]]> Advisors’ Report Card summary video https://www.investmentexecutive.com/newspaper_/advisors-report-card-summary-video/ Thu, 13 Nov 2025 19:11:37 +0000 https://www.investmentexecutive.com/?p=525190 A video presentation of the 2025 Report Card series themes

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]]> Wealth firms can do better on tech, advanced planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/wealth-firms-can-do-better-on-tech-advanced-planning/ Thu, 13 Nov 2025 19:11:19 +0000 https://www.investmentexecutive.com/?p=524876 Advisors surveyed for 2025 also singled out compensation as an area requiring improvement

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]]> How loyal are advisors to their firms or banks? https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-loyal-are-advisors-to-their-firms-or-banks/ Fri, 15 Nov 2024 14:38:00 +0000 https://www.investmentexecutive.com/?p=495953 In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry

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]]> Advisors’ Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2024-main-chart/ Fri, 15 Nov 2024 14:36:05 +0000 https://www.investmentexecutive.com/?p=496644 How advisors across the financial advice industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2024 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2024/ Fri, 15 Nov 2024 14:35:43 +0000 https://www.investmentexecutive.com/?p=496637 Methodology explainer for our annual Report Card series research and report

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]]> Five areas where wealth firms most need to improve advisor support https://www.investmentexecutive.com/newspaper_/advisors-report-card/five-areas-where-wealth-firms-most-need-to-improve-advisor-support/ Fri, 15 Nov 2024 14:34:00 +0000 https://www.investmentexecutive.com/?p=495950 Firms must communicate with advisors and provide training when implementing new systems

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