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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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
While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
Risk of a trade war, inflation, higher interest rates accompanies U.S. vote
The result will be greater creativity and resilience