Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
The 2024 Report Card series included advisor views from across Canada
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
How big banks ensure a smooth transition from one branch advisor to another
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Firms are investing in technology but also must consider advisor training
Client mix and advisor tenure affect the difficulty of advising in a tough economy
The category saw the biggest rating improvement in the Report Card
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback