How advisors rated their firms
Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
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
Advisors’ businesses are stronger than ever
Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry...
Six funds now available to advisors and their clients
Rising gasoline prices helped push the consumer price index to its highest reading since 2011
Inflation report helps boost Canadian dollar