IE Staff
Research by:
Scott Barber, Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.
2014 Dealers’ Report Card main chart
Research by:
Scott Barber, 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
Omnibus bill includes extended period for loss carryback strategy
Liberation Day made two things clear — Trump is winging it and AI is transforming asset management
Plus, other launches, fund changes announced
Harmed investors will be able to make claims for share of sanctions, April 1