Research reports | Investment Executive https://www.investmentexecutive.com/tag/research-reports/ Canada's news source for financial professionals Wed, 19 Nov 2025 20:28:36 +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 Research reports | Investment Executive https://www.investmentexecutive.com/tag/research-reports/ 32 32 OSC seeks smart ways to boost competition https://www.investmentexecutive.com/news/osc-seeks-smart-ways-to-boost-competition/ Wed, 19 Nov 2025 20:28:36 +0000 https://www.investmentexecutive.com/?p=525860 Regulator offering $30,000 grants for academic research on competitiveness

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]]> 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

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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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]]> 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

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]]> Report Card on Banks 2025 summary video https://www.investmentexecutive.com/in-depth_/report-card-on-banks-2025-summary-video/ Tue, 21 Oct 2025 16:39:14 +0000 https://www.investmentexecutive.com/?p=523259 A video breakdown of the 2025 Report Card on Banks themes

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]]> Retail bank advisors identified pay as a key motivator https://www.investmentexecutive.com/in-depth_/report-cards/retail-bank-advisors-identified-pay-as-a-key-motivator/ Tue, 21 Oct 2025 13:59:28 +0000 https://www.investmentexecutive.com/?p=523144 Paying the bills and growing their careers were priorities for the Big Six’s branch planners

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]]> Proprietary shelves, sales pressure not a problem, most retail planners say https://www.investmentexecutive.com/in-depth_/report-cards/proprietary-shelves-sales-pressure-not-a-problem-retail-planners-say/ Tue, 21 Oct 2025 13:40:37 +0000 https://www.investmentexecutive.com/?p=523169 But banks’ big mutual fund fees are, investor advocate says

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]]> Branch planner satisfaction increased for National Bank https://www.investmentexecutive.com/in-depth_/report-cards/branch-planner-satisfaction-increased-for-national-bank/ Tue, 21 Oct 2025 13:38:45 +0000 https://www.investmentexecutive.com/?p=523165 The bank’s retail planners touted its human-centric culture but said tech could be improved

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]]> Report Card on Banks 2025 main table https://www.investmentexecutive.com/in-depth_/report-card-on-banks-2025-main-table/ Tue, 21 Oct 2025 13:37:32 +0000 https://www.investmentexecutive.com/?p=523060 How branch advisors and planners rated their bank’s support offerings and tools

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