
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
The funds would give retail investors exposure to illiquid assets such as private debt, private equity and infrastructure
Quarterly mutual fund sales through the advisor network were up 45% year over year
A mixture of executive and PM moves were announced
Trudeau, in opening remarks at the event, reiterated the need for a 'Team Canada' approach