Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Firms are investing in technology but also must consider advisor training
Many advisors question how effectively their suggestions are acted upon
Advisors worry about hacks to client data, but also about human error
Offering generic or limited practice-building tools can lead to displeased advisors
Gambling on potential legislative outcomes undermines confidence in tax system, lawyers say
TD speeds up CEO exit, announces board changes, plus moves at Optimist and Franklin Templeton
'Canadian companies are rightly highly concerned,' Desjardins says
Fund change triggered large tax bills for certain investors, regulators alleged