Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
Paper calls for guardrails against negative side effects of digital innovation
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday