Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano
Reserch editors:
Pablo Fuchs and Clare O’Hara
How advisors rated their firms
Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano
Reserch editors:
Pablo Fuchs and Clare O’Hara
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
After first half pause, offshore investors back buying bonds in Q3
Plus, other product launches and news, including more ESG fund terminations
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Focus on the end-to-end advisor experience with tools and implement change management best practices