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
How branch advisors and planners rated their bank’s support offerings and tools
This summary resource presents each bank's branch-level priorities and data results for 2025
Legislation to create Financial Crimes Agency coming next spring: Champagne
The bank has invested in advisor training and tools, but its work isn’t done
There's been continuous investment into the bank’s Imperial Service infrastructure
Most branch advisors and planners felt good about their workplace support in this year's report