FTSE Russell survey research covering RIAs and broker dealers shows four-fifths aren’t using it, and most aren’t clear on the tax benefits.
Leo Almazora is the Canada editor for Wealth Professional Canada Magazine. With a focus on the Canadian financial industry, Leo covers a wide range of topics including investment strategies, market trends, tax policies, and the impact of economic events on the wealth management sector. His articles provide insights and analysis to help Canadian investors and financial professionals make informed decisions.