The average advisor’s book was in exceptionally good shape heading into the economic crisis spawned by Covid-19.
April 30, 2020
The average advisor’s book was in exceptionally good shape heading into the economic crisis spawned by Covid-19.
April 30, 2020Brokerages must help advisors weather the economic crisis
How investment advisors rated their firms
AUM rose as advisors focused on wealthy clients in run-up to pandemic
Mobile tech is key, advisors say, but some firms fall short
Wellington-Altus tops standings in a variety of categories while BMO plummets
Firms say they are putting resources into RI education and support
Advisors share their views on the CSA's client-focused reforms
Firms share their plans for both fee-based and discretionary platforms
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…