Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Log In
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
  1. Home
  2. Report Cards

Report Cards

Regulators’ Report Card

Dealers concerned that auditors lack expertise

April 1, 2010 Olivia Glauberzon
Regulators’ Report Card

Regulators score higher on communication

April 1, 2010 Clare O’Hara
Regulators’ Report Card

High regulation costs still irritate some dealers

April 1, 2010 Rudy Mezzetta
Insurance Advisors’ Report Card

Insurance agents outperform (includes chart)

August 6, 2009 James Langton
Insurance Advisors’ Report Card

Clients head to safety (includes chart)

August 6, 2009 Olivia Glauberzon
Insurance Advisors’ Report Card

High payouts are key to advisor satisfaction (includes chart)

August 6, 2009 Matt LaForge
Insurance Advisors’ Report Card

Supportive staff leads to back-office success

August 6, 2009 Ashley Spegel
Insurance Advisors’ Report Card

Firms’ ongoing training efforts leave much to be desired

August 6, 2009 Sarah Phillips
Insurance Advisors’ Report Card

Agents turn focus to websites, advertising

August 6, 2009 Rudy Mezzetta
Insurance Advisors’ Report Card

Insurance agents hold up remarkably well (includes main chart)

August 6, 2009 Clare O’Hara
Report Card on Banks & CUs

Two banks’ fortunes diverge

June 29, 2009 Rudy Mezzetta
Report Card on Banks & CUs

Advisors experience smooth sailing as books grow

June 29, 2009 James Langton
Previous
1…151152153154155…191
Next
Investment Executive

Follow us:

  • linkedin

  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Subscribe Log In

  • About Us
  • Statement of Ethics
  • Reprints and Permissions
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • Advertise
  • AI Policy
  • Contact Us

Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca