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
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…