While certain ratings remained flat year over year, branch-based advisors weren’t shy about expressing their concerns
August 28, 2022
While certain ratings remained flat year over year, branch-based advisors weren’t shy about expressing their concerns
August 28, 2022While advisors say business development support is important, satisfaction levels lag
How branch-based financial advisors rated their firms’ performance
Responsiveness to feedback is important to advisors, but communication gaps remain
Branch-based advisors with the Big Six enjoyed book and client-roster growth
While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection
The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one
Four banks received below-average ratings for their technology tools
We detail the methodology for the Report Card on Banks
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…