IE Staff
Research by:
Latifa Abdin, Sophie Allen-Barron, Charles Bossy and Jennifer Cheng
Research editors:
Fiona Collie and Pablo Fuchs
© 2017 Investment Executive. All rights reserved.
Dealers’ Report Card 2017 main chart
Research by:
Latifa Abdin, Sophie Allen-Barron, Charles Bossy and Jennifer Cheng
Research editors:
Fiona Collie and Pablo Fuchs
© 2017 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
IPC upholds OSC decision to preserve privacy of dealers in failed trade study
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
Retail investors allowed to qualify as pro investors due to weak controls