Change would be part of Ottawa’s plan to renew financial services legislation and modernize consumer protection
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Advisors’ Report Card 2015. This year’s Report Card series saw advisors’ businesses continue their unprecedented growth despite emerging challenges, such as CRM2.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the average book of business dropped for the first time since the financial crisis, despite healthy gains in mutual fund assets under management.
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2015 Brokerage Report Card. This year's Report Card reveals two distinct themes: advisors report a new record high average book of business yet voiced disappointment with their firms in several key areas.
A human error at the CRA means that the tax filing deadline for advisors and their clients will now be on May 5 as opposed to April 30
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, outline the key findings of the 2015 Regulators’ Report Card. Overall evaluations of Canada's main regulators has remained largely unchanged this year. The exception was the Ontario Securities Commission (OSC), whose ratings declined dramatically year-over-year.
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain the research and interview approaches used to put together the 2014 Dealers’ Report Card.