Most retail branch advisors and planners were optimistic in this year’s report, giving consistent or improved reviews for their banks’ support
October 21, 2025
Most retail branch advisors and planners were optimistic in this year’s report, giving consistent or improved reviews for their banks’ support
October 21, 2025A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
The bank’s retail planners touted its human-centric culture but said tech could be improved
How branch advisors and planners rated their bank’s support offerings and tools
This summary resource presents each bank's branch-level priorities and data results for 2025
The bank has invested in advisor training and tools, but its work isn’t done
There's been continuous investment into the bank’s Imperial Service infrastructure
Most branch advisors and planners felt good about their workplace support in this year's report
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools