Advisors’ Report Card 2022 main chart

How advisors across the financial industry rated their segments on average

By: IE Staff
October 11, 2022 June 17, 2024
00:05

2022 Advisors Report Card. blurred data, low resolution

Investment Executive chart

This article appears in the Mid-October 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.

Research by: Laurent Bouthillier, Brian Capitao, Joseph Eskander, Emily Fox, James Gaughan, Jackie Graves, Roland Inacay, Alisha Mughal, Daniel Reale-Chin and Cyndia St-Cyr Montes

Research editors:
Katie Keir, Daniel Calabretta

Click the image below to obtain a PDF of the chart.

How loyal are advisors to their firms or banks?

In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry

By: Katie Keir, Roland Inacay
November 15, 2024 November 13, 2024
09:38

Regional breakdown of advisor sample

The 2024 Report Card series included advisor views from across Canada

By: Katie Keir, Roland Inacay
November 15, 2024 November 13, 2024
09:37

Advisors’ Report Card 2024 main chart

How advisors across the financial advice industry rated their channels, based on average firm results

By: IE Staff
November 15, 2024 November 15, 2024
09:36

How we did it: Advisors’ Report Card 2024

Methodology explainer for our annual Report Card series research and report

By: Katie Keir
November 15, 2024 November 13, 2024
09:35

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