IE Staff
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Report Card on Banks 2019 main chart
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
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
Accountant allegedly found assets used to lure investors to schemes
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager