IE Staff
Research by:
Scott Barber, Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.
2014 Dealers’ Report Card main chart
Research by:
Scott Barber, Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Fees to rise for most firms as minimums go up, certain dealers pay higher share
CSA research details the evolution of fund costs in the face of transparency reforms