Research by:
Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson
Research editor:
Katie Keir
How dealer advisors rated their firms’ support offerings and tools
Methodology for the annual Report Card
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Portfolio flows rise in July, as Canadian investors curb cross-border buying: StatCan
Proposal would give executors more time to implement loss carryback strategy
Move reflects new focus on bolstering the job market
Company aims to rival the big banks, by having more than a trillion dollars in AUA