Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz
Research editor:
Katie Keir
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Marina Tyszkiewicz
Research editor:
Katie Keir
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
Motion to stay case alleging abuse of process to be heard in May
Rate tightening “likely has reached its zenith,” CIBC economist predicts
Managers are most bullish on bonds and private equity, according to a Natixis survey
Total issuance almost doubled from 2019, led by institutional investors