Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
The most productive segment of branch-based advisors saw AUM and client rosters decline
Courts awards plaintiffs' costs, criticizes effort to force foreign arbitration
From perennial opportunities to new developments, here are tax highlights for the new year
Move sparks backlash, support for Fed independence
The benchmark Canadian stock market index rose more than 260 points