Report Card on Banks | Investment Executive https://www.investmentexecutive.com/tag/report-card-on-banks-cus/ Canada's news source for financial professionals Wed, 29 Oct 2025 23:43:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Report Card on Banks | Investment Executive https://www.investmentexecutive.com/tag/report-card-on-banks-cus/ 32 32 Concerns follow regulators’ survey of mutual fund reps https://www.investmentexecutive.com/news/concerns-follow-regulators-survey-of-mutual-fund-reps/ Wed, 29 Oct 2025 19:35:36 +0000 https://www.investmentexecutive.com/?p=523807 Findings put bank branches’ proprietary shelves back in the spotlight, highlight lack of MER knowledge

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]]> Report Card on Banks 2025 summary video https://www.investmentexecutive.com/in-depth_/report-card-on-banks-2025-summary-video/ Tue, 21 Oct 2025 16:39:14 +0000 https://www.investmentexecutive.com/?p=523259 A video breakdown of the 2025 Report Card on Banks themes

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]]> Retail bank advisors identified pay as a key motivator https://www.investmentexecutive.com/in-depth_/report-cards/retail-bank-advisors-identified-pay-as-a-key-motivator/ Tue, 21 Oct 2025 13:59:28 +0000 https://www.investmentexecutive.com/?p=523144 Paying the bills and growing their careers were priorities for the Big Six’s branch planners

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]]> Proprietary shelves, sales pressure not a problem, most retail planners say https://www.investmentexecutive.com/in-depth_/report-cards/proprietary-shelves-sales-pressure-not-a-problem-retail-planners-say/ Tue, 21 Oct 2025 13:40:37 +0000 https://www.investmentexecutive.com/?p=523169 But banks’ big mutual fund fees are, investor advocate says

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]]> Branch planner satisfaction increased for National Bank https://www.investmentexecutive.com/in-depth_/report-cards/branch-planner-satisfaction-increased-for-national-bank/ Tue, 21 Oct 2025 13:38:45 +0000 https://www.investmentexecutive.com/?p=523165 The bank’s retail planners touted its human-centric culture but said tech could be improved

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]]> Report Card on Banks 2025 main table https://www.investmentexecutive.com/in-depth_/report-card-on-banks-2025-main-table/ Tue, 21 Oct 2025 13:37:32 +0000 https://www.investmentexecutive.com/?p=523060 How branch advisors and planners rated their bank’s support offerings and tools

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]]> How we did it https://www.investmentexecutive.com/in-depth_/report-cards/how-we-did-it-6/ Tue, 21 Oct 2025 13:36:11 +0000 https://www.investmentexecutive.com/?p=523054 Methodology for the 2025 Report Card on Banks

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]]> Report Card on Banks highlights https://www.investmentexecutive.com/in-depth_/report-cards/report-card-on-banks-highlights/ Tue, 21 Oct 2025 13:35:11 +0000 https://www.investmentexecutive.com/?p=523107 This summary resource presents each bank's branch-level priorities and data results for 2025

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]]> Scotiabank’s retail branch business rebounds https://www.investmentexecutive.com/in-depth_/report-cards/scotiabanks-retail-branch-business-rebounds/ Tue, 21 Oct 2025 13:16:45 +0000 https://www.investmentexecutive.com/?p=523093 The bank has invested in advisor training and tools, but its work isn’t done

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]]> CIBC’s branch-level advisors see tech-driven improvements https://www.investmentexecutive.com/in-depth_/report-cards/cibcs-branch-level-advisors-see-tech-driven-improvements/ Tue, 21 Oct 2025 13:15:19 +0000 https://www.investmentexecutive.com/?p=523086 There's been continuous investment into the bank’s Imperial Service infrastructure

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