IE Staff
Research by
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
Research editors
Pablo Fuchs and Clare O’Hara
2013 Dealers’ Report Card main chart
Research by
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
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
Getting it wrong could draw regulators’ ire, put you at legal risk
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
They can be a powerful tool when dealing with complicated family dynamics or alternative assets
When successful business owners maximize their registered plans, RCAs can help plan for future income needs