Report Card on Banks 2021 main chart

How bank-branch advisors rated their firms

Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin

Research editors:
Fiona Collie, Katie Keir

Click the image below to 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

Today's top stories

Regulator says flawed audits ignored loan valuation issues, misled investors

U.S. advisory firm settles allegation that it levied undisclosed fees

Equity, debt underwritings rise, RBC leads Canadian firms in league tables

Manulife, Great-West had leadership changes last year

Report Card on Banks 2021