Brokerage Report Card 2017
Banks are exerting unprecedented influence on their brokerage firms
- May 17, 2017
Latest Report Cards
Regulators’ Report Card 2017
Dealers are becoming more understanding toward regulators
- April 4, 2017
Advisors’ Report Card 2016
Financial services firms and advisors are adapting to major technological changes, demographic issues and increased regulatory oversight. Thus, advisors are thinking carefully about the support…
- August 26, 2016
Insurance Advisors’ Report Card 2016
The insurance industry is in a period of transition and Insurance advisors appreciate the support their firms are providing to steer through those changes
- July 29, 2016
Report Card on Banks 2016
Financial advisors are casting a critical eye on their respective banks and taking them to task over the numerous failings that they see
- June 23, 2016
Dealers’ Report Card 2016
Dealer firms are looking for way to address the many challenges coming their way — much to the approval of financial advisors
- May 20, 2016
Brokerage Report Card 2016
Advisors need some direction. The uncertainty in the industry is evident in both this year’s ratings and the average advisor’s business.
- April 25, 2016
Regulators’ Report Card 2016
The perception of Canada’s regulators is a little rosier despite volatile markets, an unsettled economic environment and increasing regulation
- March 29, 2016
Advisors’ Report Card 2015
Advisors are entering uncharted territory
- August 21, 2015
Insurance Advisors’ Report Card 2015
The correlation between the support advisors receive from — and the ratings they gave — their firms and MGAs is no coincidence
- July 24, 2015
Report Card on Banks & CUs 2015
Advisors hold their firms to account
- June 18, 2015
Dealers’ Report Card 2015
Advisors struggle to get ahead
- May 22, 2015