Home Newspaper
Latest issue of the newspaper

June 2025

Comment & Insight

It’s time for a national framework that standardizes title protection

Editorial: In a letter to the CSA, trade groups recommend 5 initiatives to harmonize securities regulations across the country

News

The long-time financial journalist is re-envisioning Credit Canada

Nearly a decade post-review, objections continue to take a toll

Brokerage Report Card

Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort

Investments in technology and business support are needed, but so too is strategic consistency

Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group

The average brokerage advisor grew their book, added clients and earned more in 2024

Methodology for the 2025 Brokerage Report Card

Advisors looking for time-saving tools shared what their firms are investing in

Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs

From working groups to consulting with regulators, brokerages want to help smooth client conversations

How investment advisors rated their firm's support offerings and tools across 14 dealers