Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations in some key 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
Review documents failings in meeting KYC, KYP, suitability requirements
SEC, DoJ allege that scheme started on social media
Platform didn't collect KYC data, apply money laundering rules
The S&P/TSX composite index was up 246.48 points