This year’s research reveals how well the Big Six are meeting branch advisors’ needs regarding coaching, fair pay and effective business tools
October 15, 2024
This year’s research reveals how well the Big Six are meeting branch advisors’ needs regarding coaching, fair pay and effective business tools
October 15, 2024A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
The most productive segment of branch-based advisors saw AUM and client rosters decline
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
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
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…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms