IE Staff
Research by:
Scott Barber, Jacob Boon, Geoff Davies and Leah Golob.
Research editors:
Pablo Fuchs and Clare O’Hara.
2014 Report Card on Banks & CUs 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
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