How advisors across the financial industry rated their channels, based on average firm results
This article appears in the Mid-October issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by: Aneesh Chatterjee, Emily Fox, Roland Inacay, Tiana Kirton, Diane Lalonde, Alisha Mughal and Serge Rousskikh
Research editor: Katie Keir
Click the image below to obtain a PDF of the chart.
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
The 2024 Report Card series included advisor views from across Canada
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
Updated tax forms to be available Jan. 31, CRA says
The insurer is off-loading lower-return assets
Cease trading shareholder rights plan in the public interest, panel finds
Move comes almost two weeks after the province's finance minister fired the Crown agency's entire board