How branch advisors and planners rated their bank’s support offerings and tools
Research by:
Sangjun (John) Han, Roland Inacay, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Sai Tamanna Sharma.
Research editor:
Katie Keir.
Click the image of the main data table below to obtain a PDF of the results table (scroll past the ad if you see one, to the table image that follows). The form requires an email address.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
The bank’s retail planners touted its human-centric culture but said tech could be improved
Paper calls for guardrails against negative side effects of digital innovation
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday