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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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
Clients should be prepared for new obligations
Regulators propose long-awaited reforms to enhance industry dispute-resolution system
Starting next year, LCGE on sale of small biz shares and farm or fishing property will match
Trade group pushes back on Ontario's plan to shorten regulatory comment periods