Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
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Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
Branch planner satisfaction increased for National Bank
The bank’s retail planners touted its human-centric culture but said tech could be improved
- By: Noushin Ziafati
- October 21, 2025 October 21, 2025
- 09:38
Report Card on Banks 2025 main table
How branch advisors and planners rated their bank’s support offerings and tools
- By: IE Staff
- October 21, 2025 October 21, 2025
- 09:37
How we did it
Methodology for the 2025 Report Card on Banks
- By: Katie Keir
- October 21, 2025 October 20, 2025
- 09:36
Report Card on Banks highlights
This summary resource presents each bank's branch-level priorities and data results for 2025
- By: Katie Keir
- October 21, 2025 October 20, 2025
- 09:35
Scotiabank’s retail branch business rebounds
The bank has invested in advisor training and tools, but its work isn’t done
- By: Jonathan Got
- October 21, 2025 October 20, 2025
- 09:16
CIBC’s branch-level advisors see tech-driven improvements
There's been continuous investment into the bank’s Imperial Service infrastructure
- By: Roland Inacay
- October 21, 2025 October 20, 2025
- 09:15
Big Six’s retail-banking businesses gain momentum
Most branch advisors and planners felt good about their workplace support in this year's report
- By: Katie Keir
- October 21, 2025 October 22, 2025
- 09:14
Top producers see a business turnaround
AUM, productivity and pay were all up for the Big Six’s retail branch advisors and planners
- By: James Langton
- October 21, 2025 October 20, 2025
- 09:10
Dealers’ Report Card highlights
This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
- By: Katie Keir
- September 12, 2025 September 12, 2025
- 09:48
Tech-savvy dealers prioritize digital training
A look back at the 2024 report and how firms’ efforts have evolved
- By: IE Staff
- September 12, 2025 September 12, 2025
- 09:48
Dealers’ Report Card 2025 main table
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
- By: IE Staff
- September 12, 2025 September 15, 2025
- 09:16
Are emerging advisors getting what they need to succeed?
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
- By: Sai Tamanna Sharma
- June 5, 2025 June 5, 2025
- 14:47
What’s driving brokerage advisor satisfaction
Investments in technology and business support are needed, but so too is strategic consistency
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 09:02
Culture tops pay, technology as most important to advisors
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
- By: Roland Inacay
- June 5, 2025 June 5, 2025
- 09:01
Advisors were ready for 2025 market volatility
The average brokerage advisor grew their book, added clients and earned more in 2024
- By: James Langton
- June 5, 2025 June 5, 2025
- 08:59
How we did it
Methodology for the 2025 Brokerage Report Card
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 08:58
Finding shortcuts without cutting client service
Advisors looking for time-saving tools shared what their firms are investing in
- By: Ciara Lalor-Lindo
- June 5, 2025 June 5, 2025
- 08:57
Wanted: greater wealth planning support
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
- By: Alisha Mughal
- June 5, 2025 June 5, 2025
- 08:56
Why advisors struggle with client account statements — and how firms are adapting
From working groups to consulting with regulators, brokerages want to help smooth client conversations
- By: Sangjun (John) Han
- June 5, 2025 June 5, 2025
- 08:55
Brokerage Report Card 2025 main chart
How investment advisors rated their firm's support offerings and tools across 14 dealers
- By: IE Staff
- June 5, 2025 June 5, 2025
- 08:54
Why the Definition of Independence Matters in the Canadian Securities Industry
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
- By: Designed Securities
- November 4, 2024 October 30, 2024
- 07:00
Designed Securities’ AI readiness – how progress and quick pivots are leading them forward
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
- By: Designed Securities
- September 9, 2024 September 26, 2024
- 08:00