Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card, which show advisors need more support from their firms in key areas of financial planning and back office support.
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
Tom Lee told attendees at the Future Proof Citywide festival in Miami that expanding retail investor access to private markets is a mistake
The price of a barrel of Brent crude, the international standard, got as high as US$101.59 overnight
The International Energy Agency has agreed to release 400 million barrels of oil from member nations' stockpiles
The agency reported a $1.3 billion trade deficit in December