How branch advisors with the Big Six rated their banks’ support offerings
Research by:
Emily Fox, Roland Inacay, Diane Lalonde and Alisha Mughal
Research editor:
Katie Keir
Click the image below to obtain a PDF of the chart.
This article appears in the October issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
A video breakdown of the 2024 Report Card on Banks themes
Branch planners and advisors say compliance support is important, but cited several hurdles
Methodology for the annual Report Card
How branch-based financial advisors and planners rated their firms’ performance
Legislation to implement the hike to the capital gains inclusion rate has yet to be passed
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
High-net-worth and incorporated clients look for guidance on complex changes
Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered