Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2017 Brokerage Report Card. This year, investment advisors with bank-owned investment dealers were unhappy with their firm for several reasons.
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...
Banks commercial loan portfolios are well diversified, and they have strong underlying earnings
The group, which includes Air Canada, TD Bank, CIBC and Visa Canada, has agreed to pay $450 million in cash
Economic fundamentals and a rising interest rate environment on both sides of the border may be poised to offset the impact of slowing mortgage lending...
Test shows bank’s progress with significant fintech initiatives