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Advisors’ Report Card 2016

Canada’s financial services sector is in the midst of adapting to significant changes, including the rise of robo-advisors and the growing regulatory complexities of working with an aging clientele. Thus, advisors surveyed for Investment Executive‘s 2016 Report Card series are thinking carefully about the support they need from their firms to meet these new realities.

August 26, 2016

Newer technology’s increasing importance

Advisors are growing their businesses by embracing modern mobile technology and social media

  • August 26, 2016 January 19, 2018
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Attention turns to financial planning

The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising

  • August 26, 2016 August 26, 2016
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