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.
How branch-based financial advisors and planners rated their firms’ performance
Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The category saw the biggest rating improvement in the Report Card
CIRO doesn't need an order to use compelled evidence in its own proceedings, regulatory panel says
Clients should be prepared for new obligations
Every one-percentage-point increase in the share of Airbnbs was associated with a 2.3% increase in rents, a report found