Several moves have occurred, including new head of Canada for T. Rowe Price
Industry veterans are taking on new roles, including Andrew Kriegler with the forthcoming new SRO and Morningstar's Michael Jantzi
Across multiple industry segments, shifts have occurred
Multiple shifts occurred across various market segments
Advisors still value their independence, but firms can be guides and advocates
Methodology for the Dealers' Report Card 2022
Across all segments of the industry, advisor and management shifts are taking place
Across the industry, there were retirement announcements and an advisor move
A roundup of the latest advisor and executive moves
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities