This article appears in the May 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Brian Capitao, Joseph Eskander, Emily Fox, James Gaughan, Jackie Graves, Roland Inacay, Alisha Mughal, Daniel Reale-Chin and Cyndia St-Cyr Montes
Research editors:
Katie Keir, Daniel Calabretta
Click the image below to obtain a PDF of the chart.
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
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
Technology investment alone is not a panacea
Liberal government more likely to focus on AMT, capital gains in Budget 2023
Gluskin Sheff's parent company, Onex, is winding down the wealth management business
Other industry moves this week include a new head for the FP Canada Institute
Educational division will develop technical curriculum under Alexandra Macqueen's leadership