Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, 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
Gallagher will oversee Richardson rebrand under iA Financial
Favourable demographics and a rising middle class are ingredients for long-term secular growth
Consumer prices rose 2.4% in February on an annual basis
The reversal comes just over two weeks after Houston's government tabled its budget