Each year, the Report Card on Banks provides a big-picture view of how advisors and planners within the branches of the Big Six banks feel about the support they receive. We explore broad themes related to the top priorities and needs of these advisors.
But every bank is unique, so a look at each bank’s results is meaningful. Whether you’re an industry member looking for insights or an advisor/planner thinking about where to work, these highlights offer a more granular breakdown.
This brand-new summary is not a ranking. The banks are included in the order used in the main results table.
Click the image below to obtain a PDF of the firm-by-firm summary (scroll past any ad if you see one, to the cover page image that follows). The form requires an email address.
