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IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short
IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to ...
About this update from Igm Financial Inc.
[{"type":"text","content":"\n\n\nIG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short\n\n/* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n\n\n\n\n\n\nCanada NewsWire\n\n\n43 per cent of advisors identify tech enablement as their top priorityHowever, half feel their firms are falling short in this areaMore than a third want more access to AI-powered tech – but concerns existWINNIPEG, MB, Feb. 25, 2026 /CNW/ - According to the second installment of the IG Wealth Management Advisor Perception Industry Study (\"the Study\"), advisors from across the industry see technology and artificial intelligence (AI) as fundamental to future success – but many report significant gaps in the tools and support available from their dealers.\n\n\n\n\n\n\n\nThese results are the second in a three-part series being released by IG that explore the evolving needs and expectations of over 300 Canadian CIRO-registered and independent financial advisors from across the Canadian wealth management sector. Each installment of the series explores key trends shaping the advisor–dealer relationship, revealing opportunities for firms to modernize their support models and better align with advisor priorities and evolving client needs.Demand for Digital Tools Grow as Dealer Support Falls Short The Study reveals that technology enablement is the top improvement priority for advisors, with 43 per cent identifying it as key. Yet the majority (59 per cent) rate dealer support for AI and emerging technologies as fair or below. Further:Half rate their dealers at just fair or below in providing effective tools to improve efficiency.48 per cent are not satisfied with the level of support being provided when new technology is rolled out and 47 per cent do not feel their technology platforms are user friendly.Almost half (45 per cent) feel their firm's platforms fall short in terms of providing a full view of their clients' financial picture.Given these shortfalls, advisors are signaling exactly where upgrades are most needed. Their top priorities for technolo...