This article appears in the May 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
This article appears in the May 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
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
Accountant allegedly found assets used to lure investors to schemes
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager