IE Staff
Research by:
Emily Fox, James Gaughan, Surina Nath, Swikar Oli
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Brokerage Report Card 2020 main chart
Research by:
Emily Fox, James Gaughan, Surina Nath, Swikar Oli
Research editor:
Katie Keir
Click the image below to download a PDF of 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
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