How advisors across the financial advice industry rated their channels, based on average firm results
This article appears in the November issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by: Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson
Research editor: Katie Keir
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The 2024 Report Card series included advisor views from across Canada
Methodology explainer for our annual Report Card series research and report
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
How advisors across the financial industry rated their channels, based on average firm results
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
Contact your local securities regulator for guidance on client, CSA member mail