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.
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
Rate cuts still likely, but delayed, as trade picture remains highly uncertain
Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
Plus White Falcon Capital partners with Windermere Investment Corp. and Brookfield prepares private equity launch
Plus, CIBC introduces education portfolios; Harvest terminates mutual funds