Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 15 Nov 2024 13:50:52 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com 32 32 How loyal are advisors to their firms or banks? https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-loyal-are-advisors-to-their-firms-or-banks/ Fri, 15 Nov 2024 14:38:00 +0000 https://www.investmentexecutive.com/?p=495953 In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry

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]]> Advisors’ Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2024-main-chart/ Fri, 15 Nov 2024 14:36:05 +0000 https://www.investmentexecutive.com/?p=496644 How advisors across the financial advice industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2024 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2024/ Fri, 15 Nov 2024 14:35:43 +0000 https://www.investmentexecutive.com/?p=496637 Methodology explainer for our annual Report Card series research and report

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]]> Five areas where wealth firms most need to improve advisor support https://www.investmentexecutive.com/newspaper_/advisors-report-card/five-areas-where-wealth-firms-most-need-to-improve-advisor-support/ Fri, 15 Nov 2024 14:34:00 +0000 https://www.investmentexecutive.com/?p=495950 Firms must communicate with advisors and provide training when implementing new systems

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]]> Freedom to choose products remains a top priority https://www.investmentexecutive.com/newspaper_/advisors-report-card/freedom-to-choose-products-remains-a-top-priority/ Fri, 15 Nov 2024 14:33:00 +0000 https://www.investmentexecutive.com/?p=495951 Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs

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]]> How advisors’ books are evolving across Canada’s financial advice industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-advisors-books-are-evolving-across-canadas-financial-advice-industry/ Fri, 15 Nov 2024 14:32:00 +0000 https://www.investmentexecutive.com/?p=495952 While AUM and client household numbers varied across the three channels, there was slight average asset growth

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]]> Advisors feeling cybersecure https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-feeling-cybersecure/ Fri, 15 Nov 2024 14:31:00 +0000 https://www.investmentexecutive.com/?p=495955 Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe

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]]> Advisors’ Report Card 2023 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2023-main-chart/ Mon, 16 Oct 2023 04:55:17 +0000 https://www.investmentexecutive.com/?p=472906 How advisors across the financial industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2023 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2023/ Mon, 16 Oct 2023 04:51:25 +0000 https://www.investmentexecutive.com/?p=472898 Methodology for the 2023 Report Card series research

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]]> Hurdles for retired, decumulating clients across the industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/hurdles-for-retired-decumulating-clients-across-the-industry/ Mon, 16 Oct 2023 04:50:36 +0000 https://www.investmentexecutive.com/?p=472920 Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

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