Research by:
Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.
2014 Brokerage Report Card main chart
How advisors rated their firms
- April 24, 2014 November 6, 2019
- 23:00
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
Expect new product launches, outreach to advisors in months ahead: Mavroudis
Government highlights plans for innovation, consumer protection
Plus, updates on contract dispute with SeeWhy and last year's human rights complaint
Oil prices have been dictating much of the recent swings in the market: TD advisor