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
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it...
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
Higher renewal comp, longer chargeback schedule aim to match advisor incentives to client interests
Tribunal approved OSC's settlement with Liquidnet Canada