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Brokerage Report Card 2017

  • Brokerage Report Card 2017: TD Wealth PIA experiences major shift in fortunes
  • Slideshow: How brokerages have fared during the past 10 years
  • Slideshow: Taking stock of each brokerage’s average advisor
  • Brokerage Report Card 2017: The making of a Report Card
  • Banks’ presence is felt
  • Brokerage Report Card 2017: Editors discuss this year’s findings
  • Brokerage Report Card 2017 main chart
  • Advisors saw solid growth in AUM
  • Big shifts for three bank-owned firms
  • Gulf in corporate culture widens
  • Advisors favour “best interest” standard
  • Finding another home for clients?
  • Still much room for improvement
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Brokerage Report Card 2017

Brokerage Report Card 2017: TD Wealth PIA experiences major shift in fortunes

Dave Kelly, senior vice president of TD Wealth Private Wealth Management, discusses the significantly higher ratings advisors gave to TD Wealth Private Investment Advice in the 2017 Brokerage Report Card.

May 17, 2017
Brokerage Report Card 2017: TD Wealth PIA experiences major shift in fortunes

Fiona Collie, Dave Kelly

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  • Slideshow: How brokerages have fared during the past 10 years

  • Slideshow: Taking stock of each brokerage’s average advisor

  • Brokerage Report Card 2017: The making of a Report Card

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