Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
October 11, 2021
Findings from the Report Card show the industry has persevered in the face of unprecedented challenges
October 11, 2021Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts
Our methodology explained
Average ratings from advisors in each industry channel
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
Investment Executive's full Report Card series shows that book values and productivity have increased since 2019
Meanwhile, equities and ETFs have gained portfolio share for brokerage advisors
Some advisors say wealthy investors are not getting service that meets high expectations
Advisors across all Report Cards gave a collective Net Promoter Score of 62.2
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…