Brokerage Report Card 2023

The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of challenging headwinds

Have advisors’ challenges changed since 2022?

Revisiting themes from the 2022 Brokerage Report Card

Investment advisors demand respect and flexibility

June 2, 2023 Katie Keir
new direction

Brokerage advisors saw growth through a difficult year

June 2, 2023 James Langton
overcome obstacles

Brokerage Report Card 2023 main chart

June 2, 2023 IE Staff

Implementation by firms is key to advisor-pleasing technology

June 2, 2023 Aneesh Chatterjee
business woman using tablet

Succession planning by investment advisors is catching on

June 2, 2023 Alisha Mughal
succession-planning

Financial planning support must remain a priority

June 2, 2023 Roland Inacay
people working together

Advisor as therapist? The challenges of managing clients’ emotions

June 2, 2023 Serge Rousskikh
businessman talking on phone

Celebrating 30 years for the Brokerage Report Card

June 2, 2023 Katie Keir, Melissa Shin
1993 image for 30 years Brokerage Report Card

How we did it: Brokerage Report Card

June 2, 2023 Katie Keir