Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of business for advisors and improvement to firms’ ratings in a variety of categories.
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
Getting it wrong could draw regulators’ ire, put you at legal risk
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
Oil prices have risen more than 70% since Iran war's start in February
Cleveland Fed's estimates inflation could reach 3.5% in April