Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors
Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own
There's much debate about how robo-advisors will impact the traditional financial services sector
How advisors rated their firms
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
Banks are well prepared to deal with the unique issues affecting aging Canadians
How advisors rated their firms
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
Advisors have many concerns about their firms' technology, and several firms have much room for improvement