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September 2022

Comment & Insight

Editorial: Any mechanism that cedes more policy control to the industry risks allowing regulation to be used as a competitive weapon

Surrey is in the midst of replacing the RCMP with its own police service, built from scratch, despite strong local opposition

Report Card on Banks

While advisors say business development support is important, satisfaction levels lag

How branch-based financial advisors rated their firms’ performance

Responsiveness to feedback is important to advisors, but communication gaps remain

Branch-based advisors with the Big Six enjoyed book and client-roster growth

While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection

The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one

Four banks received below-average ratings for their technology tools

We detail the methodology for the Report Card on Banks

News

Regulators on alert as interest rates rise and markets are volatile

The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers

Industry groups and investor advocates are divided on timelines and scope

Building Your Business

Andrea Thompson wanted to make financial planning available to "average Canadians." So, she launched her virtual firm, Modern Cents, this year

Focus on Products

How to invest: Two portfolio managers offer their picks for investing windfalls

Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity