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
Airline stocks lost altitude while defence, Big Tech stocks rose
Court rejects theory that investor disclosure is required for share transfers
Group warns that surge of ETF share class launches in the U.S. could threaten Canada's industry
Platform used investors' money to finance operations, fund withdrawals