Research reports – 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 Research reports – 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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]]> FCA expands research unbundling to fund managers https://www.investmentexecutive.com/news/from-the-regulators/fca-expands-research-unbundling-to-fund-managers/ Tue, 05 Nov 2024 17:27:40 +0000 https://www.investmentexecutive.com/?p=496038 U.K. regulator aims to improve access to research, market transparency

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]]> Europe relaxes rules, eyes more vibrant markets https://www.investmentexecutive.com/news/from-the-regulators/europe-relaxes-rules-eyes-more-vibrant-markets/ Mon, 28 Oct 2024 17:48:29 +0000 https://www.investmentexecutive.com/?p=495563 ESMA consults on research bundling, prospectus requirements

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]]> Report Card on Banks 2024 summary video https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2024-summary-video/ Tue, 15 Oct 2024 12:53:11 +0000 https://www.investmentexecutive.com/?p=494587 A video breakdown of the 2024 Report Card on Banks themes

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]]> Report Card on Banks 2024 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2024-main-chart/ Tue, 15 Oct 2024 12:49:45 +0000 https://www.investmentexecutive.com/?p=494454 How branch advisors with the Big Six rated their banks' support offerings

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]]> How we did it: Report Card on Banks 2024 https://www.investmentexecutive.com/newspaper_/report-card-on-banks/how-we-did-it-report-card-on-banks-2024/ Tue, 15 Oct 2024 12:48:49 +0000 https://www.investmentexecutive.com/?p=494459 Methodology for the annual Report Card

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]]> Few advisor complaints about product shelf restrictions at the Big Six https://www.investmentexecutive.com/newspaper_/report-card-on-banks/few-advisor-complaints-about-product-shelf-restrictions-at-the-big-six/ Tue, 15 Oct 2024 12:47:51 +0000 https://www.investmentexecutive.com/?p=494473 Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered

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]]> Branch advisors’ role in contingency planning for their books https://www.investmentexecutive.com/newspaper_/report-card-on-banks/branch-advisors-role-in-contingency-planning-for-their-books/ Tue, 15 Oct 2024 12:46:54 +0000 https://www.investmentexecutive.com/?p=494476 How big banks ensure a smooth transition from one branch advisor to another

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