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A variety of moves occurred across the industry, including advisor team transitions

  • July 22, 2024 July 26, 2024
  • 15:21

The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

  • July 11, 2024 July 11, 2024
  • 13:40

Many leading women in the industry have taken on new roles

  • June 26, 2024 June 26, 2024
  • 14:07

A mix of executives and advisors have landed at new firms

  • June 13, 2024 June 13, 2024
  • 14:55

Support for both financial planning and succession planning by advisors remain areas of interest

  • June 5, 2024 June 4, 2024
  • 09:19

Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty

  • June 5, 2024 June 5, 2024
  • 09:18

Methodology for the Brokerage Report Card 2024

  • June 5, 2024 June 4, 2024
  • 09:17

Several industry veterans take on new roles, across a mix of firms

  • June 3, 2024 June 3, 2024
  • 15:29

The new iAPW advisors will continue their training and systems conversion this summer

  • May 23, 2024 July 10, 2024
  • 16:24

And Richardson Wealth snags a $500M team from TD

  • May 10, 2024 May 10, 2024
  • 14:16