As Canada’s brokerage business goes through a time of profound change — with volatile markets, new regulations, new competitors and firms’ revised strategies and operations — investment advisors are looking for a little direction from their firms.
April 25, 2016More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic
Assets under management have remained steady over the past year, ending a string of successive gains that advisors have enjoyed this decade, while productivity has increased slightly as advisors trim their client rosters
How advisors rated their firms
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…