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
Proxy advisory firm adopts voting policy changes for upcoming season
Employment up in finance, insurance
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
Central bank may be encouraged by recent inflation cooling: TD economist