Report Cards

Dealers’ Report Card

Dealers’ Report Card 2023 main chart

August 28, 2023 IE Staff
Dealers’ Report Card

Dealers need to improve communication

August 28, 2023 Roland Inacay
communication
Dealers’ Report Card

Advisors asking for more education opportunities

August 28, 2023 Alisha Mughal
online learning
Dealers’ Report Card

What’s worrying retirees — and their advisors?

August 28, 2023 Aneesh Chatterjee
Dealers’ Report Card

Fee-based advisors cite tech challenges

August 28, 2023 Emily Fox
page loading technology
Dealers’ Report Card

Dealer advisors work harder, but make less

August 28, 2023 James Langton
planning challenge
Dealers’ Report Card

Advisors renew complaints about client account statements

August 28, 2023 Serge Rousskikh
Mid-year blackboard
Dealers’ Report Card

How we did it: Dealers’ Report Card

August 28, 2023 IE Staff
Dealers’ Report Card

Dealer performance slips in 2023

August 28, 2023 Katie Keir
up hill battle
Dealers’ Report Card

Which firms are seeking dual registration with CIRO?

August 15, 2023 Katie Keir
Cropped shot of an unidentifiable businesswoman
Brokerage Report Card

Have advisors’ challenges changed since 2022?

June 2, 2023 IE Staff
Brokerage Report Card 2023

Investment advisors demand respect and flexibility

June 2, 2023 Katie Keir
new direction