The overall trade surplus grew, thanks to strength in goods exports
Within a shifting industry, advisors valued solid support as well as proactive innovation
Financial planning is changing amid digitization
New regulations take effect Nov. 15
Profit Survey: Despite the strong results, only three companies were optimistic enough to increase their dividends
Advisors need more support to retain mass-affluent clients with growing wealth
Advisor-owned firms have added billions in AUA by poaching advisors from banks
Advisors and planners have some unmet expectations when it comes to their banks’ support services
Industry and firm size are key factors in the ability to work from home, StatsCan says
While results were largely stronger than a year ago, quarter-over-quarter earnings were down for 16 firms