How advisors rated their firms
Research by:
Latifa Abdin, Sophie Allen-Barron, Charles Bossy and Jennifer Cheng
Research editors:
Fiona Collie and Pablo Fuchs
© 2017 Investment Executive. All rights reserved.
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...
Course helps independent advisors create and maintain a FINTRAC compliance regime
Mountain worked on proposals to change the mutual fund fee structure and reduce regulatory burden for investment fund issuers for the past two years
Cybersecurity breaches may have disclosed personal and financial information of up to 90,000 customers
U.S. markets end lower amid trade tensions