IE Staff
Research by:
Jacob Boon, Alexandra Bosanac and Leah Golob
Research editors:
Pablo Fuchs and Clare O’Hara
© 2014 Investment Executive. All rights reserved.
2014 Insurance Advisors’ Report Card main chart
Research by:
Jacob Boon, Alexandra Bosanac and Leah Golob
Research editors:
Pablo Fuchs and Clare O’Hara
© 2014 Investment Executive. All rights reserved.
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
The transaction will see CI GAM’s AUM increase to roughly $170 billion
Prices expected to strengthen in the second half of 2026
Finance leaders say the actions will hurt consumers
Core prices increased 2.6% from a year earlier, above Fed's target