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.
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
Court asked to approve two years worth of fees in ongoing receivership
Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty
Participating in recognition programs at all could be a compliance issue
Bill C-59 addresses issues flagged in the draft legislation