Variety of insurance products sold online will grow
Look “under the hood” of alternatives
Most of the banks performed well, including raising their dividends, although Home Capital cast a shadow over the group
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
How advisors rated their firms
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques