Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019
Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019Firms across the industry enjoyed a solid year of growth (story includes main chart)
The average advisor was younger, with slightly fewer years in the industry and at their firm
The performance rating of the category increased, but a satisfaction gap remains
Which credentials advisors are seeking and why
Over the past decade, female advisors have shared their experiences
From the continued weight of compliance to market fears, there are multiple hurdles to overcome
Advisors are concerned about account size trends
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
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…