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
Updated tax forms to be available Jan. 31, CRA says
The insurer is off-loading lower-return assets
Cease trading shareholder rights plan in the public interest, panel finds
Move comes almost two weeks after the province's finance minister fired the Crown agency's entire board