Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
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
If firms’ processes work for ETFs but not for proprietary, illiquid or complex products, then the reforms have failed
AI, private banking, the shift from independence and more
The industry is going through generational shifts, including a wave of smaller players being bought up
Report outlines how the country can grow its 2% share of the global market