IE Staff
Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
Research by:
Ahmad Hathout, Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
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
Many trusts may need to amend 2024, 2025 tax returns
Social relationship with regulator's key witness in case leads to recusal
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named