Bob Harrison
Leede Financial on report card, top pay marks
- By: Bob Harrison
- April 28, 2011 October 31, 2019
- 10:02
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
Asset management industry should feel ‘seen and heard,’ advocate says
Main consideration in replacing executor is the beneficiaries' welfare
Tax incentives, infrastructure spending should help, analysts say
Costs vary by distributor, fund and asset type, regulators conclude