Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
For each Brokerage Report Card, we also ask advisors whether or not they would recommend their firms Here’s how they responded in 2018 and this year.
Click on the image below to download the chart.
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Omnibus bill includes extended period for loss carryback strategy
U.S. president announced 5-day hold on strikes against Iran energy and power targets
Interim PBO Jason Jacques' term expired at start of March
Request for state-appointed legal counsel denied by Ontario appeal court