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
Investors had expected oil to bottom out around US$60 a barrel this year — now the war in Iran is expected to have a lasting...
Product options, focus on planning add to last year's sales momentum
Court to hear appeal from man convicted after OSC appealed his acquittal
Middle East conflict exacerbating existing strains on financial markets