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
Here is how the claimed numbers will dent the federal debt
Canadian and U.S. equities are both projected to return 6.6% in the coming decade
Company illegally distributed securities, misled investors, regulator alleged
Liberal and Conservative platforms criticized for lacking "consideration of prudence and risk"
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