Pablo Fuchs, senior editor of Investment Executive, and Olivia Li, staff writer, discuss the results of the 2012 survey. Bigger books of business and improved advisor compensation haven’t translated into better ratings for dealers. The verdict: Firms still have some work to do. They spoke at the TSX Broadcast Centre in Toronto.
A 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
Regulatory action deals with subset of $1.8 million misappropriation
Deal part of broader strategic partnership as Canada seeks to double non-U.S. exports by 2030
SRO failed to prove certain allegations, investor harm
Bank of Canada likely to keep rates unchanged when it meets this month