IE Staff
Research by
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
Research editors
Pablo Fuchs and Clare O’Hara
2013 Dealers’ Report Card main chart
Research by
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
Research editors
Pablo Fuchs and Clare O’Hara
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
Social relationship with regulator's key witness in case leads to recusal
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Plus, new emerging market, target-date and tech funds, and a raft of fund changes