IE Staff
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Report Card on Banks 2019 main chart
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
The most productive segment of branch-based advisors saw AUM and client rosters decline
More than 300 new products landed in 2025 — a new record
Canadian cannabis companies surged on reports that Washington will ease federal restrictions on the drug
Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026