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
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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
New associate minister of finance named
Younger, less affluent households see larger wealth gains
The regulator's accreditation relationship with CECAP will end on Dec. 31
Sales eased across major mutual fund categories, and equity ETF sales plunged