Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
A 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
Dramatic revenue increase needed to keep pace with systems costs: regulators
Resilient U.S. economy continues to lead the G7, France enjoys Olympics boost
Chinese government stimulus expected to contribute further inflationary pressure
Updated tax forms to be available Jan. 31, CRA says