Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
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
Agency confirms the interest rate Canadians must pay on overdue tax will drop to 8%
Tariff threats cloud an otherwise positive North American outlook
The parliamentary budget officer is projecting a $46.8 billion deficit for the last fiscal year