Check out the trends from the past five years across the brokerage firms
Advisors who responded yes to “Are you a member of a team?” (with all team members defined as registered financial advisors) from 2018 to 2022
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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
Private-equity backed U.S. company plans to become "a $100-million organization in Canada"
Advisor moves to Raymond James, Manulife Wealth and ScotiaMcLeod, plus appointments at Centurion, CIRO, PSP and OSC
SRO limits margin accounts to Level 4 dealers in final phase of rule consolidation project
Deferral includes GST/HST, T2 instalment payments and existing balances, the CRA says
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