During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top
marks from advisors
During another year of pandemic and economic upheaval, brokerage firms that provided leadership stability and freedom in product selection received top
marks from advisors
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
Technology investment alone is not a panacea
Firms are investing in support systems for a hybrid future
The key to success is providing ongoing support and system adjustments
Check out the trends from the past five years across the brokerage firms
Methodology for the Brokerage Report Card 2022
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…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms