IE Staff
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
Insurance Advisors’ Report Card 2016 main chart
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
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
Penalties for over contributing can eat away at client investments
By their late 50s, women have saved approximately half of what men have saved
Report highlights increasing demand across all asset classes
Loonie slips following commentary from Bank of Canada governor