How loyal are advisors to their firms or banks?
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
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
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
While AUM and client household numbers varied across the three channels, there was slight average asset growth
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
Move will give clients more flexibility for retirement income and tax planning
Editorial: FCAC should ramp up its emphasis on behavioural design
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
Industry and investor advocates welcome OSC and CIRO proposals
Net-zero pledges are contingent on factors banks can’t control, research found
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
The funds accounted for at least US$350 billion in global net asset value in 2023
