Banks’ reputations holding up well
The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
- By: Anthony Burton
- June 22, 2018 November 1, 2019
- 00:06
Latest news in Report Card on Banks
Report Card on Banks 2017 main chart
How advisors rated their firms
- By: IE Staff
- June 22, 2017 November 9, 2019
- 23:50
Banks are failing to meet expectations
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
- By: Fiona Collie
- June 22, 2017 November 9, 2019
- 23:50
Pension plans leave much to be desired
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
- By: Sophie Allen-Barron
- June 22, 2017 November 9, 2019
- 23:50
Banks deliver on clients’ online access
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
- By: Charles Bossy
- June 22, 2017 November 9, 2019
- 23:50
Some support services are lacking
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
- By: Fiona Collie
- June 22, 2017 November 9, 2019
- 23:50
Changes to paycheques upset advisors
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
- By: Jennifer Cheng
- June 22, 2017 November 9, 2019
- 23:50
Banks are falling behind in technology
Advisors cited technology as one the key areas that their banks could most improve upon
- By: Latifa Abdin
- June 22, 2017 November 9, 2019
- 23:50
Advisors face downward pressure
An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel
- By: James Langton
- June 22, 2017 November 9, 2019
- 23:09
Are robo-advisors a looming threat?
There's much debate about how robo-advisors will impact the traditional financial services sector
- By: Fiona Collie
- June 23, 2016 November 9, 2019
- 23:10
Greater focus needed in advertising
Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements
- By: Beatrice Paez
- June 23, 2016 November 9, 2019
- 23:10
Report Card on Banks 2016 main chart
How advisors rated their firms
- By: IE Staff
- June 23, 2016 November 9, 2019
- 23:10
Bank advisors cast a critical eye
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise
- By: Fiona Collie
- June 23, 2016 November 9, 2019
- 23:10
Back-office blunders continue
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
- By: Kat Shermack
- June 23, 2016 November 9, 2019
- 23:10
Banks, advisors failing to communicate
Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback
- By: Megan Marrelli
- June 23, 2016 November 9, 2019
- 23:10
Major focus on financial planning
Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors
- By: Ahmad Hathout
- June 23, 2016 November 9, 2019
- 23:10
Banking model proves to be successful
Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own
- By: James Langton
- June 23, 2016 November 9, 2019
- 23:10
Seniors’ issues take centre stage
Banks are well prepared to deal with the unique issues affecting aging Canadians
- By: Jade Hemeon
- June 23, 2016 November 9, 2019
- 23:03