Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano
Reserch editors:
Pablo Fuchs and Olivia Li
How advisors rated their firms
Research by:
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano
Reserch editors:
Pablo Fuchs and Olivia Li
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
Widespread downgrades not forecast, as companies have buffers
Central bank governor also touches on role in regulating stablecoins
Investors falsely offered exposure to pre-IPO companies, U.S. authorities allege
BCSC sent case back to SRO panel, which dismissed allegations