Report Card on Banks 2023 main chart
How branch-based financial advisors and planners rated their firms’ performance
How 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
Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market
Interest revenue and fee income have boosted profits
Fund industry pushes back on reforms to address liquidity issues
Ineligibility for the basic exemption disadvantages commonly used structures
Two studies examine the right amount of portfolio CanCon
Editorial: The OSC should be doing more to return money to harmed investors
New 60% rate for donations below $200 takes effect this year
