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
Trust account used in fraud, misappropriation, Law Society finds
Desjardins Group says business investment will be weak in 2026, another risk-off year
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage