How advisors rated their agencies
Research by:
Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Assets under administration reach $3.5 billion
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
Aging client base, different registered accounts are changing how advisors see RRSP season
Housing starts forecast to drop to 247,000 this year as costs, inventories rise
Fees, ease of access are key considerations for investors when selecting an ETF
$10M capital gains exemption for sellers set to expire at end of this year