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
Proposals out for 90-day comment period, final regime slated for Jan. 1, 2028
The banks are dropping their interim emission reduction targets due to various factors
Projected returns slightly lower for equities, fixed income compared to last year's guidelines
Oil prices climbed, showing that caution still remains in financial markets