Report Card on Banks 2017

Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations in some critical categories while the advisors themselves are watching their books of business shrink.

Slideshow: Big differences among banks’ advisors

At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers

Banks are falling behind in technology

June 22, 2017 Latifa Abdin

Changes to paycheques upset advisors

June 22, 2017 Jennifer Cheng

Some support services are lacking

June 22, 2017 Fiona Collie

Banks deliver on clients’ online access

June 22, 2017 Charles Bossy

Pension plans leave much to be desired

June 22, 2017 Sophie Allen-Barron