May 2022

News

Investor advocates want even stricter rules, but industry groups raise concerns about timing and jurisdiction

Research finds narcissists take more risks and deliver lower returns

Nonetheless, the budget proposal would provide clarity to the Canada Revenue Agency

Brokerage Report Card

The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities

Growth was due to flows in financial assets and rising markets rather than expanding client bases

Pay has remained important to financial advisors, who value straightforward grids

Technology investment alone is not a panacea

Firms are investing in support systems for a hybrid future

The key to success is providing ongoing support and system adjustments

Check out the trends from the past five years across the brokerage firms

Building Your Business

Duane Ledgister likes alternatives for his business-owner clients

Focus on Products

Two advisors share how they would set up a portfolio for a $10 million windfall

Toronto-based startup enters the market with target-date ETFs but faces large, established competitors

Comment & Insight

Editorial: Task force’s work looks destined to suffer the fate of other policy reviews — gathering dust on some bureaucrat’s shelf

Anglophone rights could be a major issue in certain regions