Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain how dealer firms are putting the pieces together to help advisors succeed, and discuss the highlights of this year’s report.
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 oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
Thinking about life insurance as a portfolio of products, and three client service best practices
Consumer-facing experiments require discipline — that means clear guardrails, stopping rules and more
Annette Ryan promised to "hold the government's feet to the fire" on spending decisions