How branch-based financial advisors rated their firms’ performance
This article appears in the September 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Laurent Bouthillier, Brian Capitao, Joseph Eskander, Emily Fox, Roland Inacay and Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
Click the image below to obtain 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
Clients should be prepared for new obligations
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Starting next year, LCGE on sale of small biz shares and farm or fishing property will match
Trade group pushes back on Ontario's plan to shorten regulatory comment periods