Latest Report Cards

Brokerage Report Card 2013

2013 Brokerage Report Card

Cultivating growth: Advisors rate their firms

  • May 3, 2013
Regulators Report Card 2013

2013 Regulators’ Report Card

What compliance officers think about the regulators that oversee them?

  • March 31, 2013
Advisors Report Card 2012

2012 Advisors’ Report Card

The evolving advisor: Advisors and their firms have started to take mobile technology and social media more seriously

  • August 24, 2012
Insurance Report Card 2012

2012 Insurance Advisors’ Report Card

Despite a few beefs, insurance advisors say their firms offer much to be positive about

  • July 25, 2012
Banks and CU Report Card 2012

2012 Report Card on Banks & CUs

Canada’s banks and credit unions are improving, say advisors, by problems remain

  • June 20, 2012
Dealers Report Card 2012

2012 Dealers’ Report Card

Firms feel just right to advisors

  • May 24, 2012
Brokerage Report Card 2012

2012 Brokerage Report Card

Of two minds: Advisors are seeing positive signs as their books of business and pay are rising, but the ratings they give their firms are…

  • April 30, 2012
Regulators Report Card 2012

2012 Regulators’ Report Card

From the April 2012 issue of Investment Executive newspaper

  • April 8, 2012
Advisors Report Card 2011

2011 Advisors’ Report Card

From the September 2011 issue of Investment Executive newspaper

  • August 26, 2011
Insurance Report Card 2011

2011 Insurance Advisors’ Report Card

From the August 2011 issue of Investment Executive newspaper

  • July 27, 2011
Banks and CU Report Card 2011

2011 Report Card on Banks & Credit Unions

From the July 2011 issue of Investment Executive Newspaper

  • June 23, 2011
Dealers Report Card 2011

2011 Dealers’ Report Card

From the June 2011 issue of Investment Executive newspaper

  • May 26, 2011