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
Use these tips to talk TFSAs, RRSPs and FHSAs in the new year
Adjudicator rejects $213M claim against Bridging flagship fund
Rising geopolitical risk threatens to undermine rules-based economic system
Investors see jobs data as boosting chance of rate cuts