Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain
May 30, 2019
Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain
May 30, 2019Firms are performing better overall, though persistent and growing issues still threaten
See how advisors rated their firms
Advisors at Canada's fund dealers are generating impressive growth in assets and boosting productivity
Support and communications categories were big factors in which firms came out on top
Negative perceptions about in-house offerings can affect firms' ratings
While the category rating stayed the same, the satisfaction gap widened
Insurance revenue jumped, but firms aren't meeting advisor expectations quite yet
Branch manager roles vary across dealers, but all advisors seek reliable, expert guidance
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…