Report Card on Banks 2018
Branch-based financial advisors give the Big Six banks higher ratings
- July 11, 2018
Branch-based financial advisors give the Big Six banks higher ratings
The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology
Dissatisfaction with most of the major regulators that oversee the financial services sector has increased in the past year
Advisors are in need of support from their firms to meet the increasing challenges of doing business
Firms need to do more to support their advisors
Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations
There are cracks in the foundation as firms struggle to deliver or meet advisors’ expectations
Banks are exerting unprecedented influence on their brokerage firms
Dealers are becoming more understanding toward regulators
Financial services firms and advisors are adapting to major technological changes, demographic issues and increased regulatory oversight. Thus, advisors are thinking carefully about the support…
The insurance industry is in a period of transition and Insurance advisors appreciate the support their firms are providing to steer through those changes