IE Staff
Research by:
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
Research editors:
Pablo Fuchs and Clare O’Hara
2013 Insurance Advisors’ 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
Rep sanctioned in CIRO settlement, despite lack of harm
Half of respondents plan to help adult children financially
One-time 50% GST bonus this year to cost over $3B
Government hopes to attract capital by reducing investment risk