IE Staff
Research by
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano.
Research editors
Pablo Fuchs and Olivia Li.
Research by
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano.
Research editors
Pablo Fuchs and Olivia Li.
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
Many trusts may need to amend 2024, 2025 tax returns
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Venture companies begin opting for less frequent reporting