2014 Advisors’ Report Card: Behind the numbers
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
- By: Pablo Fuchs
- August 22, 2014 October 31, 2019
- 11:45
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Fees to rise for most firms as minimums go up, certain dealers pay higher share
CSA research details the evolution of fund costs in the face of transparency reforms