Research by:
Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.

How advisors rated their firms
Research by:
Jacob Boon, Geoff Davies and Leah Golob.
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
Privacy, enterprise solutions and the danger of automatic transcripts
Reliability, stability of Canada as an energy producer make it a partner of choice for Europe, Asia: policy analyst
Fears of a drawn-out Middle East conflict are driving a risk-off sentiment in stock markets
The debut of cheaper funds is driving investors' costs down, research finds