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.
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
As ETFs lure retail investors, private credit's advantages could be in peril
Canadians were still travelling in June, just not to the U.S.
Regulators should resolve risks upfront before firms get authorization, it says
Watchdog says bank will disburse less than half of $35-billion goal