Branch-based advisors and planners said they appreciated certain support offered by their banks, but there’s still room for improvement.
September 17, 2023
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there’s still room for improvement.
September 17, 2023How branch-based financial advisors and planners rated their firms’ performance
Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The category saw the biggest rating improvement in the Report Card
Methodology for the 2023 Report Card on Banks
The Big Six are falling short of retail planners’ salary expectations
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings
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…