Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs

Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs

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
Here is what it costs consumers — and what a practice standard could look like
How firms should prepare for the next phase of fee transparency
Investors misled in risky, conflicted private equity funds, authorities alleged