This article appears in the June 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
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How dealer advisors rated their firms’ support offerings and tools
Methodology for the annual Report Card
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
The move is expected to reduce delays, simplify the banking complaints system
Appeal Court agrees to rule once and for all on path for quashing a summons
Increase to second earnings ceiling represents last step in CPP expansion plan
The cuts come just a year after the insurer cut 250 positions in its investment management division