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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Check out the trends from the past five years across the brokerage firms
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
Chinese government stimulus expected to contribute further inflationary pressure
Updated tax forms to be available Jan. 31, CRA says
GST break will run Dec. 14 to Feb. 15; cheques will go out in the spring
The insurer is off-loading lower-return assets