Advisors’ Report Card 2016
Canada’s financial services sector is in the midst of adapting to significant changes, including the rise of robo-advisors and the growing regulatory complexities of working with an aging clientele. Thus, advisors surveyed for Investment Executive‘s 2016 Report Card series are thinking carefully about the support they need from their firms to meet these new realities.
How we did it
Finding the categories in which firms are succeeding and those in which firms could improve is at the heart of Investment Executive’s (IE) Report Card series
