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.
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
More than 300 new products landed in 2025 — a new record
Canadian cannabis companies surged on reports that Washington will ease federal restrictions on the drug
Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026