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
Foreign Affairs Minister Mélanie Joly says this is an “important moment for Canadians”
Agency reports record enforcement filings, seeks to save dealer rule
Declining liquidity contributed to tighter credit terms, survey finds
Canadians see value in seeking financial advice, survey finds