Research reports – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 26 Feb 2024 17:09:23 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Research reports – Investment Executive https://www.investmentexecutive.com 32 32 The good and the bad of MGA tech support for advisors https://www.investmentexecutive.com/newspaper_/news-newspaper/the-good-and-the-bad-of-mga-tech-support-for-advisors/ Mon, 12 Feb 2024 05:15:00 +0000 https://www.investmentexecutive.com/?p=479833 Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

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]]> Insurance advisors share industry sentiment and needs (charts) https://www.investmentexecutive.com/in-depth_/special-reports/insurance-advisors-share-industry-sentiment-and-needs-charts/ Mon, 12 Feb 2024 05:14:50 +0000 https://www.investmentexecutive.com/?p=479882 Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

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]]> Hotter parents have richer kids, research finds https://www.investmentexecutive.com/news/research-and-markets/hotter-parents-have-richer-kids-research-finds/ Mon, 29 Jan 2024 21:09:22 +0000 https://www.investmentexecutive.com/?p=479423 Physical beauty translates into higher earnings across generations, according to NBER paper

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]]> Learn more about Investment Executive’s Report Card series https://www.investmentexecutive.com/news/research-and-markets/learn-more-about-investment-executives-report-card-series/ Fri, 05 Jan 2024 15:50:49 +0000 https://www.investmentexecutive.com/?p=478088 The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

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]]> Advisors’ Report Card 2023 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2023-main-chart/ Mon, 16 Oct 2023 04:55:17 +0000 https://www.investmentexecutive.com/?p=472906 How advisors across the financial industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2023 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2023/ Mon, 16 Oct 2023 04:51:25 +0000 https://www.investmentexecutive.com/?p=472898 Methodology for the 2023 Report Card series research

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]]> Hurdles for retired, decumulating clients across the industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/hurdles-for-retired-decumulating-clients-across-the-industry/ Mon, 16 Oct 2023 04:50:36 +0000 https://www.investmentexecutive.com/?p=472920 Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

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]]> How we did it: Report Card on Banks https://www.investmentexecutive.com/newspaper_/report-card-on-banks/how-we-did-it-report-card-on-banks/ Mon, 18 Sep 2023 04:07:08 +0000 https://www.investmentexecutive.com/?p=471691 Methodology for the 2023 Report Card on Banks

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]]> Investment industry at “inflection point” with new tech, rate environment: report https://www.investmentexecutive.com/news/research-and-markets/investment-industry-at-inflection-point-with-new-tech-rate-environment-report/ Wed, 06 Sep 2023 13:00:02 +0000 https://www.investmentexecutive.com/?p=471074 The CFA Institute outlined trends for the next decade, including product personalization and active management

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]]> Dealers’ Report Card 2023 main chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-report-card-2023-main-chart/ Mon, 28 Aug 2023 04:15:31 +0000 https://www.investmentexecutive.com/?p=470426 How financial advisors rated their firms’ performance

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