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Keyword: Dealers’ Report Card

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Advisor satisfaction jumped, pushing average IE rating to a 10-year high

Dealers' Report Card 2020 main chart blurred

How financial advisors rated their firms

  • By: IE Staff
  • June 5, 2020 June 10, 2020
  • 00:07

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

Hi-tech technological background with numbers and calculations

Advisors still want improved back office support and client materials

Branding concept with notebook,

Whether firms seek recognition or not, they must support advisors

woman working from home

The leaders of Peak and Worldsource reveal their strategies and Covid-related measures

back to balance for dealer advisors

Firms are performing better overall, though persistent and growing issues still threaten

  • By: Katie Keir
  • May 31, 2019 November 16, 2019
  • 00:18
Dealers' report card 2019 chart

See how advisors rated their firms

  • By: IE Staff
  • May 31, 2019 November 16, 2019
  • 00:17
Bona Vista, Newfoundland fishing village. Boats

Advisors at Canada's fund dealers are generating impressive growth in assets and boosting productivity

A question of connection

Support and communications categories were big factors in which firms came out on top