Methodology Notes for Advisor Industry Studies
Advisor Benchmarks & StudiesSee how advisor industry studies define samples, controls, questions, cleaning...
Canadian Advisor Benchmarks Research and commentary on advisor markets with Canada as the primary reference point, including comparisons with the United States and the United Kingdom. For Advisory Leaders Built for financial advisors, planning firms, wealth management leaders, broker-dealers, insurers, and practice-management teams.
Benchmarking Client Communication in Advisory Firms
Advisor Benchmarks & StudiesA research-paper summary for advisory firms comparing communication cadence,...
Comparing Client Engagement Trends Across Canada, the United States, and the United Kingdom
Advisor Benchmarks & StudiesSee how advisor client engagement research in Canada, the U.S., and the U.K....
What Regional Advisor Benchmarks Can Reveal About Client Expectations
Advisor Benchmarks & StudiesSee how regional advisor benchmarks help firms interpret client expectations,...
What you'll find across this category is a consistent posture: comparison data paired with methodology notes, Canadian context held in the foreground, and a bias toward implementation over abstract theory. The articles assume you're willing to examine your own operating practices, not just collect numbers that flatter or alarm.
So before you bring the next benchmark report to your leadership team, ask yourself one thing: are you prepared to change how your advisors work if the data suggests it — or are you looking for a number that confirms the plan you already made?