Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
August 29, 2021
Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
August 29, 2021Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms
Advisors swung sharply toward mutual funds and away from most other products
Advisors’ bonuses are increasingly being tied to client satisfaction
How bank-branch advisors rated their firms
Advisors and planners have some unmet expectations when it comes to their banks’ support services
Some advisors who couldn’t easily work from home expressed frustration
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…