IE Staff
Research by
Justin Da Rosa, Tessie Sanci, and Dane Taylor.
Research editors
Pablo Fuchs and Clare O’Hara
Research by
Justin Da Rosa, Tessie Sanci, and Dane Taylor.
Research 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
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Plus, other product launches and news, including more ESG fund terminations
Focus on the end-to-end advisor experience with tools and implement change management best practices
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased