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.
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.
Revisiting themes from the 2022 Brokerage Report Card
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
The average advisor managed to grow their business while facing market headwinds
How investment advisors rated their firms' performance
Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says
Economist's findings helped advisors understand that people often make irrational decisions
Province will encourage municipalities to set higher VHT rate for foreign-owned homes
A year after an unprecedented cease-trade order, unitholders are still waiting for answers