Freedom and leadership drive advisor satisfaction
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
- May 16, 2022 May 13, 2022
- 00:16
Top stories
Brokerage Report Card 2022 main chart
How investment advisors rated their firms' performance
- May 16, 2022 May 16, 2022
- 00:14
A new era of clarity in Ontario
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
- May 16, 2022 May 16, 2022
- 15:00
Retail sales rose in April despite inflation
"The U.S. consumer now appears to be single-handedly keeping the global economy afloat," economist said
- By: Christopher Rugaber
- May 17, 2022 May 17, 2022
- 09:56
Buying opportunity or prelude to recession?
Reports break down how much further tanking markets have to go
- By: Mark Burgess
- May 16, 2022 May 16, 2022
- 15:06
Brokerage books gain significant value
Growth was due to flows in financial assets and rising markets rather than expanding client bases
- By: James Langton
- May 16, 2022 May 17, 2022
- 00:13
Ontario, Quebec yet to match feds’ proposed small business tax break
The federal budget proposed increasing the level of taxable capital at which a business can still access the small business rate
- By: Rudy Mezzetta
- May 13, 2022 May 13, 2022
- 16:36
Canadian home sales down in April as mortgage rates rise
CREA said typical discounted five-year fixed rates have leaped from about 3% to 4% in a month
- By: Tara Deschamps
- May 16, 2022 May 16, 2022
- 12:25
As Russian invasion drags on, investor protection worries linger
European regulators set expectations for investment funds and issuers amid the conflict
- By: James Langton
- May 16, 2022 May 16, 2022
- 14:55
Simple and steady wins the grid race
Pay has remained important to financial advisors, who value straightforward grids
- By: Joseph Eskander
- May 16, 2022 May 13, 2022
- 00:12
EU cuts forecast for economic growth as war’s fallout widens
Inflation in the 19 countries that share the euro currency hit 7.5% in April
- By: Associated Press
- May 16, 2022 May 16, 2022
- 12:12
Crypto crash hits trading platform’s finances
Unlike stock exchanges, Coinbase's revenues are tied to the assets' value
- By: James Langton
- May 16, 2022 May 16, 2022
- 14:47
Ranking the risk to mortgage markets
Australia is most exposed to higher rates, a Fitch report said, while Canada ranked fourth
- By: James Langton
- May 16, 2022 May 16, 2022
- 14:38
Firms must invest broadly in financial planning resources
Technology investment alone is not a panacea
- By: Brian Capitao
- May 16, 2022 May 13, 2022
- 00:11
Back-office woes in a remote-working world
Firms are investing in support systems for a hybrid future
- By: Roland Inacay
- May 16, 2022 May 13, 2022
- 00:10
Advisors adjusting to impact of CFRs
The key to success is providing ongoing support and system adjustments
- By: Alisha Mughal
- May 16, 2022 May 13, 2022
- 00:09
What true diversification means
Duane Ledgister likes alternatives for his business-owner clients
- By: Daniel Calabretta
- May 16, 2022 May 13, 2022
- 00:07
How to help clients plan for career changes
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
How to reassure clients about cybersecurity
Preparing a security guide for clients is a best practice, says an IT expert
- By: Danny Bradbury
- March 22, 2022 March 22, 2022
- 08:00
Tips for surviving next year’s RRSP season
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
- By: Daniel Calabretta
- February 24, 2022 February 24, 2022
- 16:11
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
- By: Michelle Schriver
- November 26, 2021 November 26, 2021
- 14:44
