Retail Brokerage and Distribution Quarterly Update Summer 2023

The Retail Brokerage and Distribution Report looks at developments in the Canadian retail brokerage industry and provides brokerage executives with a multi-faceted yardstick for measuring their firm against the industry at large. By giving a sense of what is happening in the industry, the report aids the decision-making of manufacturers, such as mutual fund complexes and life insurers. The report systematically identifies emerging trends and subsequently monitors them on an ongoing basis, allowing companies to efficiently track the role of the brokerage industry in managing the wealth of individual Canadians.