Advisors’ Report Card 2019

Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.

Where the industry is succeeding, and falling short

Firms across the industry enjoyed a solid year of growth (story includes main chart)

Firms can improve their training grades

October 11, 2019 Jordan Barrera

Designations deep dive

October 11, 2019 Leah Golob

Advisor quotes

October 11, 2019 Katie Keir

Is the industry’s gender mix improving?

October 11, 2019 Maddie Johnson

Threats to the bottom line for advisors

October 11, 2019 Bryson Masse

Is the industry favouring higher net-worth households?

October 11, 2019 Daniel Calabretta