Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
August 29, 2021
Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
August 29, 2021Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms
Advisors swung sharply toward mutual funds and away from most other products
Advisors’ bonuses are increasingly being tied to client satisfaction
How bank-branch advisors rated their firms
Advisors and planners have some unmet expectations when it comes to their banks’ support services
Some advisors who couldn’t easily work from home expressed frustration
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…