Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver
"I’m very bullish" on potential outcomes, says interprovincial trade expert
SRO drops mandatory close-out proposal, adds new conduct-based approach