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  1. Aaron Broverman
    As the glut of baby-boomer advisors continues to get older, succession programs are becoming more and more important
  2. Clare O'Hara
    It's been a great year for advisors, as they are enjoying an all-time high in the average book of business while their firms continue to deliver in the categories that matter most
  3. Catherine Harris
    For the most part, firms are on the ball in helping their advisors deal with the major regulatory changes that are taking place in the financial advisory business by providing information and training in what advisors will need to do
  4. Leah Golob
    Not only is recognition a poor substitute for better pay, many advisors say, but it's just the top advisors who are rewarded
  5. Fiona Collie
    Support for mobile technology and for using social media rose in importance - and it's the younger advisors driving this trend
  6. Leah Golob
  7. Clare O'Hara
    Advisors expect their branch managers to be supportive, knowledgeable and resourceful leaders who can be relied upon
  8. Jacob Boon
    Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these firms need to improve their technology, advertising and compensation
  9. Back Issue

    A year of growth

    James Langton
    Powered by surging stock markets, advisors see gains in key metrics
  10. James Langton
    MUTUAL FUNDSThe OSC is not impressed by fees with default options