IE Staff
Research by:
Justin Da Rosa, Tessie Sanci, Dane Taylor and Jeff Wimbush
Research editors:
Pablo Fuchs and Clare O’Hara
2013 Insurance Advisors’ 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
Revised rule introducing three tiers of MGAs seen as 'too broad', confusing
Breach not worthy of year-long suspension, CIRO panel finds
U.S. markets focused on AI stocks, plus this week's jobs and inflation data
Association also tightens compensation disclosure requirements