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
Accountant allegedly found assets used to lure investors to schemes
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager