Home In Depth Report Cards 2013 Report Card on Banks & CUs

2013 Report Card on Banks & CUs

What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the July 2013 issue of Investment Executive newspaper.

June 21, 2013

Web exclusive: Firms deliver on diversity

Banks and credit unions have place added emphasis on issues affecting minorities, women and people with disabilities

  • June 21, 2013 October 31, 2019
  • 08:30

2013 Report Card on Banks & CUs main chart

How advisors rated their firms

  • June 20, 2013 October 31, 2019
  • 23:00

Concerns about the back-office staff

Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff

  • June 20, 2013 October 31, 2019
  • 23:00

Firms need to be more receptive

Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?

  • June 20, 2013 October 31, 2019
  • 23:00

Pension plans are big liabilities for firms

Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions

  • June 20, 2013 October 31, 2019
  • 23:00

Tech tools are inefficient and outdated

Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction

  • June 20, 2013 October 31, 2019
  • 23:00

Advisors displeased with their pay

Deposit-taking institutions need to do much better when it comes to advisors' compensation structures

  • June 20, 2013 October 31, 2019
  • 23:00

The struggle to keep advisors happy

There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light

  • June 20, 2013 October 31, 2019
  • 23:00

Report Card: Sizable growth

Younger advisors are joining the business in greater numbers

  • June 20, 2013 October 31, 2019
  • 23:00