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.
While advisors say business development support is important, satisfaction levels lag
How branch-based financial advisors rated their firms’ performance
Responsiveness to feedback is important to advisors, but communication gaps remain
Branch-based advisors with the Big Six enjoyed book and client-roster growth
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
Financial markets, housing market may face rate-driven headwinds
AdviceSuite to be incorporated into CGI Wealth360
No matter where you are in your career, compliance requirements are a must