ESMA consults on research bundling, prospectus requirements
A video breakdown of the 2024 Report Card on Banks themes
How branch advisors with the Big Six rated their banks' support offerings
Methodology for the annual Report Card
Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered
How big banks ensure a smooth transition from one branch advisor to another
The report was produced by the Toronto Climate Observatory
How dealer advisors rated their firms’ support offerings and tools
Proposals seek to ease capital raising, bring back research bundling
How investment advisors rated their firms’ support offerings and tools