Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain how dealer firms are putting the pieces together to help advisors succeed, and discuss the highlights of this year’s report.
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
Regulators lack data on private credit, report notes
U.K. regulator's proposals aim to support innovation while protecting consumers
Central bank governor also touches on role in regulating stablecoins
Widespread downgrades not forecast, as companies have buffers