Average ratings from advisors in each industry channel
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
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Within a shifting industry, advisors valued solid support as well as proactive innovation
Advisors across the industry value planning tools and access to experts
Our methodology explained
Some brokerages and dealer firms have taken steps to address areas such as back-office support and technology
Weaker GDP data and higher inflation have muddled the picture
Helping families plan with an RDSP gives advisors a broad topic of conversation with clients
Retail investors can now trade Bitcoin exposure more cheaply, Moody's says
Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark