A video breakdown of the 2024 Report Card on Banks themes
View the 2024 main table, which shows how branch planners and advisors rated their banks.
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
How branch advisors with the Big Six rated their banks' support offerings
Accountant allegedly found assets used to lure investors to schemes
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
Mutual fund, ETF AUM rose for the seventh consecutive month