Advisors are facing a bumpy road ahead as their firms go through major transitions
Pablo Fuchs, managing editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2018 Dealers’ Report Card.
Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology.
But there’s hope that road will smooth out soon.
The acquisition also marks the launch of Canaccord’s Ottawa office
Net assets rose to $675.1 billion in the quarter
The Canadian Chamber of Commerce said a tariff could rip $30 billion out of the national economy
Look for companies with improved balance sheets
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades