Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Revisiting themes from the 2022 Brokerage Report Card
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
The average advisor managed to grow their business while facing market headwinds
How investment advisors rated their firms' performance
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
Fund manager has no assets or insurance, lawyer says
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Fees to rise for most firms as minimums go up, certain dealers pay higher share