The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences
How financial advisors rated their firms’ performance
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback
The pandemic put many in-person learning programs on hold. Now is the time for firms to bolster their commitment to ongoing training
Firms need to address gaps in estate-planning support as cohort of elderly clients grows
Digital tools are important to advisors, but often fall short in performance
Advisors’ book sizes grow amid mounting economic challenges
Methodology for the Report Card for 2023
Advisors identify struggles such as back-office glitches and gaps in business support
The process of becoming dually registered could span several years, CIRO warns