This article appears in the June 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download a PDF of the chart.
Despite pandemic challenges, firms delivered steady support
Mutual fund advisors’ books shrank, but productivity increased
Advisors are largely happy with their grids, even with firms turning more attention to fee-based platforms
Several firms revamped their business development programs, but advisors still have gripes
Get ready for an OAS index adjustment, a one-time payment for “older” seniors and an extra 10% for seniors over 75
The certification body released its annual statistics, achievements and priorities
Minister Freeland said the government is also freezing rates for the wage and rent subsidies at current levels
The industry supports legislative changes made by the provinces, but there is still work to be done