Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably, advisors and their firms are responding to significant changes relating to technology, demographics and regulation
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
Private equity was identified as top choice of alternatives asset class
Changes come weeks after Manulife Singapore issued world's largest life insurance policy
The rebound was triggered by the end of a strike at Kaiser Permanente and improved weather across the country
Fraudster sentenced in absentia after pleading guilty