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Investment Executive October 2022 cover

October 2022

News

The segment fared much better than large integrated dealers and institutional boutiques

Indigenous-led economic strategy calls for mandatory disclosure

Binding authority once again recommended for banks' dispute-resolution system

Newsmakers: Geoff Newton and Meghan Meger of BMO Private Wealth say clients are less interested in spreading their business over several institutions

Profit Survey: Only one firm raised its dividend amid increasing concern about the economy

Insurance Advisors’ Report Card

Firms that responded to advisors' concerns and helped them solve problems were rated highest

Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

IDC WIN was rated highest in all three back-office categories

Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors

But while some advisors say they are getting the planning tools they need, others say their firms need to do more

As the industry shifts, some advisors find it difficult to tout their agencies

Methodology for the Insurance Advisors' Report Card

Comment & Insight

Editorial: Many of the people who called themselves financial advisors in Ontario in 2015 can still do so today with minimal effort

Next year's vote may hinge on controversial legislation that has been called "nuts" - and worse