FSRA's advisory committee for planners, advisors nearly fully staffed; new CFO at CPPIB
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
Report Card series reveals advisors still value business freedom and strong leadership
For now, there are still operational hurdles that carry upfront costs
Shifts occurred across all industry segments
Yet clients will need guidance in the medium term due to real estate-driven volatility and affordability pressures
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
Wellington-Altus adds Todd Ferguson to leadership team
From leadership restructuring to the creation of a new role, it's a busy start to the fall
Firms that responded to advisors' concerns and helped them solve problems were rated highest