Check out the trends from the past five years across the brokerage firms
Advisors who responded yes to “Are you a member of a team?” (with all team members defined as registered financial advisors) from 2018 to 2022
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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
For some, signing up for credit monitoring requires several attempts
Brent crude, an international benchmark, closed at a seven-month high of US$72.87 on Friday
Firm agrees to proxy voting changes, US$29.5 million payment, to end case
Canadians are feasting on financial influencer content, for better or worse