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Brokerage Report Card 2016

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, 2016

Brokerage Report Card 2016 main chart

How advisors rated their firms

  • April 21, 2016 April 10, 2018
  • 23:00

Social media is becoming a factor

As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online platform along with support are praised, while firms that restrict the use of social media are criticized

  • April 21, 2016 April 21, 2016
  • 23:00

Financial planning gains prominence

Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting clients on board with the process

  • April 21, 2016 January 19, 2018
  • 23:00