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
Research editors:
Fiona Collie, Katie Keir
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The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
Firms are scrambling to set up back-office systems and internal procedures for the complex accounts
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
The proposal follows the surtax and recovery dividend introduced in last year's budget