Branch-based advisors and planners said they appreciated certain support offered by their banks, but there’s still room for improvement.
September 17, 2023
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there’s still room for improvement.
September 17, 2023How branch-based financial advisors and planners rated their firms’ performance
Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The category saw the biggest rating improvement in the Report Card
Methodology for the 2023 Report Card on Banks
The Big Six are falling short of retail planners’ salary expectations
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
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…
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms