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
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it...
Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office
Tech stocks helped drive the overall S&P/TSX composite index higher on Tuesday