Have advisors’ challenges changed since 2022?
Revisiting themes from the 2022 Brokerage Report Card
Revisiting themes from the 2022 Brokerage Report Card
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
The average advisor managed to grow their business while facing market headwinds
How investment advisors rated their firms' performance
Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with
The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join…
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
Communication and education can help calm clients’ anxieties amid challenging economic conditions
The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades
Methodology for the Brokerage Report Card 2023
Low collection rates and potentially high administration costs raise concern
Clients have until end of year to take advantage of looser C-208 rules
A critical mass of activity shows intent to rein in the industry
The Canadian Investment Regulatory Organization has a lot more work to do, says Andrew Kriegler, inaugural president and CEO
Finding a place for 60/40 funds after a terrible year
Editorial: regulators need to empower OBSI to help harmed investors
Wills should consider various scenarios for the sequence of death among beneficiaries
