This Report Card summarizes data from each of the Brokerage, Dealers’ and Bank reports, looking at the trends across the financial advice industry
November 15, 2024
This Report Card summarizes data from each of the Brokerage, Dealers’ and Bank reports, looking at the trends across the financial advice industry
November 15, 2024In 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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
While AUM and client household numbers varied across the three channels, there was slight average asset growth
Restrictive security measures, advisor training and fraud prevention help keep clients’ data safe
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…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms