How advisors across the financial industry rated their channels, based on average firm results
Methodology for the 2023 Report Card series research
In a market dominated by big banks and multinationals, smaller providers must overcome significant barriers to thrive
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
Interest revenue and fee income have boosted profits
Fund industry pushes back on reforms to address liquidity issues
The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices
The CFA Institute outlined trends for the next decade, including product personalization and active management
Plus, new leadership at Women in Capital Markets and a new executive at Horizons
Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves