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
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
The S&P/TSX composite index climbed 244.33 points to 32,000.10
Rating agency sees an array of risks lurking under a placid surface
The increase is part of an effort to beef up anti-money laundering measures