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
For some, signing up for credit monitoring requires several attempts
Brent crude, an international benchmark, closed at a seven-month high of US$72.87 on Friday
Firm agrees to proxy voting changes, US$29.5 million payment, to end case
Canadians are feasting on financial influencer content, for better or worse