Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020
Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.
June 4, 2020Advisor satisfaction jumped, pushing average IE rating to a 10-year high
How financial advisors rated their firms
Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic
Advisors still want improved back office support and client materials
Whether firms seek recognition or not, they must support advisors
The leaders of Peak and Worldsource reveal their strategies and Covid-related measures
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…