Governance remains the top factor impacting investment decisions
Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios
A persistent lack of knowledge about RI offers an opportunity for advisors to help
While the CRA has been flexible, tax professionals face challenges
More women are being appointed to board roles, but representation of visible minorities remains limited
The wealth gap, low interest rates and climate change pose major challenges
The CRA says it is in the test phase of the audits
Legacy insurance agencies have relied on their strengths while adding new tools for advisors
The pandemic has accelerated the decline of retail space, but opportunities remain
Five global standard-setting organizations have joined forces to enhance data for investors