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
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased
Focus on the end-to-end advisor experience with tools and implement change management best practices
U.S. authorities allege that execs raised US$20 million in venture funding
More than 300 new products landed in 2025 — a new record