Keyword: Report Card on Banks

133 results found

Younger advisors are joining the business in greater numbers

Advisors praise their firms' efforts in providing comprehensive product shelves

The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business

Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies

Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms

Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement

Financial advisors surveyed for the Report Card say they like the stability of their firms

2012 Banks CU Main Chart

How advisors rated their firms

  • June 20, 2012 October 31, 2019
  • 23:00

Advisors experience some steep declines in their productivity

Firms in the survey still have some gaps to close