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.
Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms
Advisors swung sharply toward mutual funds and away from most other products
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
The former BMO wealth management head will start her new role in November
Understand how a settlement can unexpectedly affect you
How insurance advisors rated their agencies