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
Top Stories in In Depth
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
How can investors leverage the push toward global sustainability?
NEI’s partnership with Impax Asset Management provides unique opportunities for investors interested in sustainability and social responsibility. Here, Impax’s Sid Jha zeroes in on what…
- By: NEI Investments
- October 20, 2025 October 16, 2025
- 08:00
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Smarter Fee Budgeting
Shifting capital allocations to optimize portfolios
- By: PICTON Investments
- September 22, 2025 September 26, 2025
- 08:00
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
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 10, 2026
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
CPPIB spending $690M for minority stake in software firm Regnology
The firm makes software focused on regulatory reporting solutions for financial institutions
- By: The Canadian Press
- December 20, 2024 December 20, 2024
- 10:05
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
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
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02