The Investment Executive Report Card series has been published for more than 30 years, delving deep into the minds of advisors and key wealth management leaders. In 2024, we learned all about what advisors across the industry need to fuel their businesses and support their clients. How does the 2024 data compare to our 1993 results? How are firms responding and retaining advisor talent, as industry pressures grow? Do our findings match your experience?
This first-of-its-kind research livestream, hosted by IE, will air on Thursday, Nov. 14 at 1 pm EST.
Moderated by:
Katie Keir, research and special projects editor, Investment Executive
Presented with:
Matthew Latimer, executive director, Federation of Independent Dealers
Susan Silma, client engagement transformation leader
The livestream will unveil the 2024 Advisors’ Report Card (ARC), giving you the inside scoop on the annual research while protecting advisor anonymity. The panel will reflect on themes like:
- whether technology transformations at wealth firms and big banks are really helping advisors;
- the central role of financial planning resources for advisors, since nine out 10 reported crafting financial plans in the 2024 Report Card; and
- why firms’ advisor support networks must evolve.
Enjoy this guided tour through the ARC, plus get a CE Corner discount for 2025 and exclusive access to our first-ever Report Card ebook!
Register now and earn CE credits from FP Canada and CIRO Cycle 10 (IIROC) (credits pending approval)
For a limited time, use the promo code EARLYBIRD24 to access this livestream for $65. Regular price is $89. Prices include 13% HST.
Please note:
- All information shared will be average, aggregate Report Card findings. Advisors’ identities and details will not be used, nor will specific firm details be given.
- CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner, and the CE Corner team will be applying to FP Canada and CIRO Cycle 10 (IIROC) for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the livestream.
- Refunds are only available up to 24 hours after the initial purchase. Please send an email with “Refund Request” in the subject line to support@cecorner.ca within 24 hours of your purchase. Even if we do not reply immediately, your refund will be granted if the request is received within the 24-hour window. It may take up to 14 days for the reversed charge to appear on your statement.