Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
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
Report reveals firm's top ESG trends for investors in 2025
Trudeau has said 'everything is on the table' if Trump imposes tariffs on Canada
Hester Peirce to lead agency's effort to bring more certainty to crypto sector
Nearly half of respondents believe the economy is in decline