Advisors who responded yes to “Are you a member of a team?” (with all team members defined as registered financial advisors) from 2018 to 2022
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Check out the trends from the past five years across the brokerage firms
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
Homeowners must now consider the proposed higher capital gains inclusion rate
Incorporated professionals must consider deferral, dividends and deductions
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
Screen scraping would be phased out over time