Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the average book of business dropped for the first time since the financial crisis, despite healthy gains in mutual fund assets under management.
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
FCA, MAS announce partnership to facilitate innovation
They argued that inflation remains stubbornly elevated, economy is resilient
The former financial services CEO left his mark — and he’s not done yet
Funds built on these strategies underperform when equity markets are hot — by design