IE Staff
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
Unique provision aims to balance interests, provide greater certainty
GoSmart targets newer investors, excludes mutual funds, GICs, bonds, options
Agency seeks feedback on new due diligence standards, enforcement
Regulators flag retail investor issues, market structure, resilience for 2026