The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly
The appetite for professional financial advice breaks sharply along generational lines
Positive advisor sentiment increased for Canadian equities, natural gas, crude
More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says
An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list
Advisor-owned firms have added billions in AUA by poaching advisors from banks
Several firms revamped their business development programs, but advisors still have gripes
Even the most independent advisors appreciated hearing from their dealerships over the past year
Advisors have cooled on the tech-heavy NASDAQ, with sentiment shifting to cyclical sectors