The leaders of Peak and Worldsource reveal their strategies and Covid-related measures
Firms are performing better overall, though persistent and growing issues still threaten
See how advisors rated their firms
Advisors at Canada's fund dealers are generating impressive growth in assets and boosting productivity
Support and communications categories were big factors in which firms came out on top
Negative perceptions about in-house offerings can affect firms' ratings
While the category rating stayed the same, the satisfaction gap widened
Insurance revenue jumped, but firms aren't meeting advisor expectations quite yet
Branch manager roles vary across dealers, but all advisors seek reliable, expert guidance
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating