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, 2025AUM, productivity and pay were all up for the Big Six’s retail branch advisors and planners
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
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