Report Card on Banks 2018
Branch-based financial advisors praised the Big Six banks for their strong communication efforts and extensive support services, but advisors still see plenty of room for improvement — particularly in their back offices.
The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Canada’s insurance advisors are demanding more from their firms and leadership teams
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…
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