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
Reps fined, banned for personal financial dealings with clients
Benefit offers up to $200 monthly for eligible individuals
Despite continued weakness on the M&A front, Canada's family offices are wading back in
When the tariff pause expires next month, U.S. may be much softer on China