The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
Despite pandemic challenges, firms delivered steady support
How financial advisors rated their firms
Mutual fund advisors’ books shrank, but productivity increased
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms
Several firms revamped their business development programs, but advisors still have gripes
Even the lowest-rated firms made progress in improving their product shelves
The pandemic showcased the importance of strong leadership
Even the most independent advisors appreciated hearing from their dealerships over the past year
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