Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says
Independence, tech, support for succession planning are some of the attractions on offer
Kelly Gorman brings triple-threat expertise to association’s finances, focus
Company aims to rival the big banks, by having more than a trillion dollars in AUA
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
Most dealer advisors manage their clients on their own, but some found value in collaborating with peers
When it comes to educational tools, advisors’ needs vary across firms
OSC finds investors favour human-AI combo, no fear of AI advice