Branch-based financial advisors praised the Big Six banks for their strong communication efforts and extensive support services, but advisors still see plenty of room for improvement — particularly in their back offices.
July 11, 2018
Branch-based financial advisors praised the Big Six banks for their strong communication efforts and extensive support services, but advisors still see plenty of room for improvement — particularly in their back offices.
July 11, 2018The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
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…
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms