Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Advisors still value their independence, but firms can be guides and advocates
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
How financial advisors rated their firms’ performance
The dealers that came out on top adapted more quickly than their peers
Firms are scrambling to set up back-office systems and internal procedures for the complex accounts
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
The proposal follows the surtax and recovery dividend introduced in last year's budget