A video presentation of the 2025 Report Card series themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
There's been continuous investment into the bank’s Imperial Service infrastructure
For developing advisors in this highly independent space, are firms and mentors stepping up?
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
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
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
How big banks ensure a smooth transition from one branch advisor to another
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training