Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
How branch-based financial advisors and planners rated their firms’ performance
Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The category saw the biggest rating improvement in the Report Card
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