Advisor dissatisfaction sets in
Lower ratings and gaps between importance and performance scores reveal much displeasure (includes main chart)
- By: Clare O’Hara
- June 29, 2009 October 27, 2019
- 11:29
Latest news in Report Card on Banks & CUs
Tech tools, back office leave much to be desired
Top-performing firms have up-to-date systems and solid support that advisors find very useful
- By: Matt LaForge
- June 29, 2009 October 27, 2019
- 11:29
Financial planning takes a back seat
The overall average rating for the category took the biggest tumble of all in this year’s Report Card (includes chart)
- By: Ashley Spegel
- June 29, 2009 October 27, 2019
- 11:29
Banks, credit unions focus on promoting brands
Improved ratings for some firms are the result of the deposit-taking institutions placing a greater emphasis on advisors’ services
- By: Sarah Phillips
- June 29, 2009 October 27, 2019
- 11:29
Advisors dissatisfied with compensation practices
Most firms have not lowered their incentive standards for mutual funds as a result of the downturn (includes chart)
- By: Olivia Glauberzon
- June 29, 2009 October 27, 2019
- 11:29
Advisors experience smooth sailing as books grow
The stability of Canada’s banks has led many clients to consolidate their accounts with advisors at deposit-taking institutions (includes chart)
- By: James Langton
- June 29, 2009 October 27, 2019
- 11:29
Two banks’ fortunes diverge
CIBC and Scotiabank advisors feel quite differently about their firms
- By: Rudy Mezzetta
- June 29, 2009 October 27, 2019
- 11:29
Co-operation key to support services
Some banks are stepping up efforts to provide services; others are not
- By: Vera Ovanin
- July 3, 2008 October 27, 2019
- 11:18
Advisors’ satisfaction level goes way up (Includes main chart)
Account managers rated the Big Six banks and one credit union higher in a variety of categories in this year’s survey
- By: Clare O’Hara
- July 3, 2008 October 27, 2019
- 11:18
Advisors warm up to compensation (includes chart)
But a gap still exists between how important advisors say compensation is and their banks’ performance
- By: Aaron Broverman
- July 3, 2008 October 27, 2019
- 11:18
Strategies for catering to high net-worth clients
Developing an integrated approach involving various divisions of a bank or credit union is the key to servicing affluent clients
- By: Aaron Broverman
- July 3, 2008 October 27, 2019
- 11:18
Firms deliver when it comes to products (includes chart)
Advisors cite new products, freedom to choose and overall product quality as reasons for their happiness
- By: Neil Acharya
- July 3, 2008 October 27, 2019
- 11:18
Green chair, “second opinion” win raves
And not just from advisors at those banks; clients seem to like them as well, which brings in business
- By: Neil Acharya
- July 3, 2008 October 27, 2019
- 11:18
Advisors want tech upgrades, support (includes chart)
And firms with antiquated systems and inefficient back offices drew the ire of advisors
- By: Vera Ovanin
- July 3, 2008 October 27, 2019
- 11:18
Advisors say their firms are missing the mark: Includes Main Chart
Scores for back office and advertising take a nosedive; credit unions take the biggest fall
- By: Clare O’Hara
- July 3, 2007 October 27, 2019
- 11:05
Lower-producing advisors powering growth: Includes Chart
The advantage of the banks and credit unions is their branch networks
- By: James Langton
- July 3, 2007 October 27, 2019
- 11:05
Account managers a loyal breed
Valued client relationships go a long way in attracting and keeping advisors
- By: Marshall Bellamy
- July 3, 2007 October 27, 2019
- 11:05
Big banks score big on products: Includes Chart
Royal Bank advisors give in-house funds a thumbs-up; CIBC, credit unions get mixed reviews
- By: Rudy Mezzetta
- July 3, 2007 October 27, 2019
- 11:05
Advisors cool on compensation: Includes Chart
While some extoll “great” salary/commission/bonus schemes, many say they’re underpaid
- By: Maureen Halushak
- July 3, 2007 October 27, 2019
- 11:05
Advertising gets nailed
But executives say their strategy is on target
- By: Marshall Bellamy
- July 3, 2007 October 27, 2019
- 11:05
No winners in back office: Includes Chart
Scores indicate the challenges ahead for banks and credit unions as they grapple with technology
- By: Kate Betts-Wilmott
- July 3, 2007 October 27, 2019
- 11:05
Designations needed to climb career ladder: Includes Chart
Financial institutions generally don’t make CFPs and PFPs compulsory, but do reward holders
- By: Kate Betts-Wilmott
- July 3, 2007 October 27, 2019
- 11:05
How we did it
Researchers for Investment Executive — Marshall Bellamy, Kate Betts-Wilmott, Clare O’Hara and Dalva Potestio — surveyed 306 advisors at six banks and two credit unions…
- By: Lara Hertel
- July 3, 2007 October 27, 2019
- 11:05
Banking on effective advertising: Includes chart
Many account managers are not impressed with their firms’ campaigns
- By: Mirella Christou
- July 11, 2006 October 27, 2019
- 08:28
Account managers committed to their firms: Includes chart
Advisors say job satisfaction comes from increased training and career development opportunities
- By: Mirella Christou
- July 11, 2006 October 27, 2019
- 08:28