Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
October 10, 2022
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
October 10, 2022The debate about the benefits of responsible investing persists
Report Cards show financial advisors headed into the market volatility with a buffer
Despite creating additional work for advisors, the new rules aren't affecting business processes significantly
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
Report Card series reveals advisors still value business freedom and strong leadership
Maintaining shelf flexibility and offering adequate product information are key components
Survey respondents cite positive DE&I initiatives, but admit there's room for improvement
How advisors across the financial industry rated their segments on average
Methodology for the Advisors’ Report Card 2022
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…