Methodology for the 2025 Report Card on Banks
This summary resource presents each bank's branch-level priorities and data results for 2025
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
AUM, productivity and pay were all up for the Big Six’s retail branch advisors and planners
This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
There’s an ongoing technology race in the wealth industry, but advisors also crave simpler things
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
Investments in technology and business support are needed, but so too is strategic consistency