IE Staff
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download a PDF of the chart.
Report Card on Banks 2021 main chart
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, 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
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Focus on the end-to-end advisor experience with tools and implement change management best practices
Number of properties listed for sale rose 8.5% from a year earlier