A video breakdown of the 2024 Report Card on Banks themes
View the 2024 main table, which shows how branch planners and advisors rated their banks.
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
Branch advisors say institutions aren’t adequately preparing them to use new technology
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