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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

Firms ready to deal with seniors’ issues

More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic

  • April 21, 2016 February 17, 2019
  • 23:00

Advisors are holding their own

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

  • April 21, 2016 February 17, 2019
  • 23:00

Brokerage Report Card 2016 main chart

How advisors rated their firms

  • April 21, 2016 February 17, 2019
  • 23:00