Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
For each Brokerage Report Card, we also ask advisors whether or not they would recommend their firms Here’s how they responded in 2018 and this year.
Click on the image below to download 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
Company president and CEO Damon Murchison says Trump's trade war is an opportunity for Canada
Wellington-Altus, Raymond James and Manulife announce executive appointments
The industry organization is pushing federal parties to tweak retirement savings rules to reflect current 'economic realities'
Canada's counter-tariffs will stoke inflation, slow growth: Desjardins
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