A mix of executive and advisor moves were announced
Regulators cite concerns about high-pressure sales tactics in bank branches
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
The 2024 Report Card series included advisor views from across Canada
Methodology explainer for our annual Report Card series research and report
Firms must communicate with advisors and provide training when implementing new systems
AIMCo names interim CEO, plus a slew of advisor team moves
From changing firms to starting new groups, advisors are making moves
This roundup includes a mix of industry veterans who have chosen new firms or ventures
A video breakdown of the 2024 Report Card on Banks themes