IE Staff
Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
Advisors’ Report Card 2016 main chart
Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 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
Proposed measures are 'weeding the garden'
Canada's favourite personal finance columnist is our guest on a brand new podcast for financial advisors
Company made misrepresentations to investors, diverted funds