Report Card on Banks and CUs 2015 main chart
How advisors rated their firms
Latest news in Report Card on Banks & CUs
Online access for clients is top-notch
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
- By: Kelsey Rolfe
- June 18, 2015 November 9, 2019
- 23:00
Technology remains an area of concern
Advisors have many concerns about their firms' technology, and several firms have much room for improvement
- By: Anne-Marie Vettorel
- June 18, 2015 November 9, 2019
- 23:00
Better balance needed in training
Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways
- By: Rudy Mezzetta
- June 18, 2015 November 9, 2019
- 23:00
Praise for extensive retirement programs
Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement
- By: Joy Blenman
- June 18, 2015 November 9, 2019
- 23:00
Compliance is doing a thorough job
Advisors lauded compliance staff who are approachable and take the time to make sure all regulatory requirements are met
- By: Megan Harman
- June 18, 2015 November 9, 2019
- 23:00
Expert help is highly valued
Advisors want their firms to have teams of specialists to help with clients' increasing needs in wealth-management services
- By: Fiona Collie
- June 18, 2015 November 9, 2019
- 23:00
Advisors hold their firms to account
CIBC and Meridian received great praise from their advisors, while the other firms in the survey have areas to improve
- By: Fiona Collie
- June 18, 2015 November 9, 2019
- 23:00
Variety in product shelf commended
Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
- By: Jacob Boon
- June 19, 2014 October 31, 2019
- 23:00
Marketing support not up to snuff
For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat
- By: Leah Golob
- June 19, 2014 October 31, 2019
- 23:00
Better mix needed in compensation
Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay
- By: Rudy Mezzetta
- June 19, 2014 October 31, 2019
- 23:00
Firms rebound in a big way
Advisors at all the banks and credit unions in the survey are happier. Many firms garnered major ratings increases
- By: Clare O’Hara
- June 19, 2014 October 31, 2019
- 23:00
Advisors laud their branch managers
Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support
- By: Leah Golob
- June 19, 2014 October 31, 2019
- 23:00
Firms stand out for providing balance
Flexible work hours, collegial work environments and support for charity-related initiatives please advisors
- By: Fiona Collie
- June 19, 2014 October 31, 2019
- 23:00
Firms getting it right with ongoing training
All firms saw their ratings in this category rise after most increased their digital offerings
- By: Clare O’Hara
- June 19, 2014 October 31, 2019
- 23:00
2014 Report Card on Banks & CUs main chart
How advisors rated their firms
- By: IE Staff
- June 19, 2014 October 31, 2019
- 23:00
The fight to keep assets
Advisors ramp up client rosters to stem their losses in AUM
- By: James Langton
- June 19, 2014 October 31, 2019
- 23:00
2013 Report Card on Banks & CUs main chart
How advisors rated their firms
- By: IE Staff
- 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
- By: Jeff Wimbush
- 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?
- By: Tessie Sanci
- 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
- By: Brent Jolly
- 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
- By: Dane Taylor
- 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
- By: Justin Da Rosa
- 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
- By: Clare O’Hara
- June 20, 2013 October 31, 2019
- 23:00
Report Card: Sizable growth
Younger advisors are joining the business in greater numbers
- By: James Langton
- June 20, 2013 October 31, 2019
- 23:00