2012 Report Card on Banks & CUs main chart
How advisors rated their firms
- June 20, 2012 October 31, 2019
- 23:00
Latest news in Report Card on Banks & CUs
Feeling the pinch
Advisors experience some steep declines in their productivity
- By: James Langton
- June 20, 2012 October 31, 2019
- 23:00
Ratings rise, but there’s still work to do
Firms in the survey still have some gaps to close
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Firms step up on products
Advisors praise their firms' efforts in providing comprehensive product shelves
- By: Jade Hemeon
- June 20, 2012 October 31, 2019
- 23:00
Banks seen as pillars of stability
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
- By: Gian Verano
- June 20, 2012 October 31, 2019
- 23:00
Marketing efforts pay off for firms
Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies
- By: Johnna Ruocco
- June 20, 2012 October 31, 2019
- 23:00
Divergent views on leadership
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
- By: Brent Jolly
- June 20, 2012 October 31, 2019
- 23:00
Advisors are of two minds on their pay
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Continued improvements please advisors
Financial advisors surveyed for the Report Card say they like the stability of their firms
- By: Rudy Mezzetta
- June 20, 2012 October 31, 2019
- 23:00
Advisors give most firms good grades
Ratings for deposit-taking institutions continue to improve, as do the metrics for advisors’ businesses (includes main chart and one other)
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:55
Advisors enjoying growth
Those with deposit-taking firms are becoming more competitive with the traditional retail investment industry (includes chart)
- By: James Langton
- June 23, 2011 October 31, 2019
- 14:40
Feedback less than positive on pay levels
Although advisors are seeing their take-home pay increase, their satisfaction with compensation is not keeping pace
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:30
Vancity, Servus make major gains
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
- By: Sanam Islam
- June 23, 2011 October 31, 2019
- 13:56
Technology: Room for improvement
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
- By: Rudy Mezzetta
- June 23, 2011 October 31, 2019
- 13:56
Online access for clients is rated highly
As client and advisor dissatisfaction with account statements continues to mount, much praise emerges for clients’ online access
- By: Yumi Otagaki
- June 23, 2011 October 31, 2019
- 13:56
A step ahead of the industry
Banks and credit unions are putting serious efforts toward promoting diversity in the workplace
- By: Olivia Glauberzon
- June 23, 2011 October 31, 2019
- 13:56
Firms’ reputations inspire pride
Credit unions’ community initiatives and the banks’ solid footing during the financial crisis led to advisor satisfaction (includes chart)
- By: Iris Leung
- June 23, 2011 October 31, 2019
- 13:00
Firms’ stability puts advisors at ease
Some firms received higher ratings from their advisors in a plethora of categories, while others struggled mightily
- By: Clare O’Hara
- June 24, 2010 October 27, 2019
- 13:58
Advisors’ books shrink
Low interest rates may be the culprit
- By: James Langton
- June 24, 2010 October 27, 2019
- 13:58
Everything’s coming up roses for RBC, TD
The two banks received the highest ratings from advisors, including increases across the board (Includes main chart)
- By: Rudy Mezzetta
- June 24, 2010 October 27, 2019
- 13:58
A greater focus on financial planning
The value of support has increased as banks begin setting minimum targets for financial plans
- By: Anna Olejarczyk
- June 24, 2010 October 27, 2019
- 13:58
Firms offer up a mixed bag
Some advisors complained about their firms’ training programs; others could not be more pleased
- By: Dinah Zeldin
- June 24, 2010 October 27, 2019
- 13:58
Consistent branding efforts pay off
Advisors praise the power of a branding message delivered through ads and community events
- By: Olivia Glauberzon
- June 24, 2010 October 27, 2019
- 13:58
Advisors pleased with banks’ pension plans
Having access to defined-benefit plans and equity-ownership programs makes a positive difference
- By: Gavin Adamson
- June 24, 2010 October 27, 2019
- 13:58
Advisors look for compensation beyond salary
But expectations are not being met, as advisors with all firms — including those rated highest — see room for improvement
- By: Fiona Collie
- June 24, 2010 October 27, 2019
- 13:58