Some advisors frustrated by lack of planning support
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
- By: Surina Nath
- August 30, 2021 August 26, 2021
- 00:14
Latest news in Report Card on Banks
Banks trim product offerings ahead of CFRs
Product shelves at some banks are changing thanks to the client-focused reforms
- By: Katie Keir
- August 30, 2021 August 26, 2021
- 00:11
Bank advisors’ AUM remains stable, but asset mix changes dramatically
Advisors swung sharply toward mutual funds and away from most other products
- By: James Langton
- August 30, 2021 August 26, 2021
- 00:10
Changes to compensation garner mixed reviews
Advisors’ bonuses are increasingly being tied to client satisfaction
- By: James Gaughan
- August 30, 2021 August 26, 2021
- 00:09
Report Card on Banks 2021 main chart
How bank-branch advisors rated their firms
- By: IE Staff
- August 30, 2021 June 17, 2024
- 00:06
Satisfaction grows for bank advisors, but barriers remain
Advisors and planners have some unmet expectations when it comes to their banks’ support services
- By: Fiona Collie
- August 30, 2021 August 26, 2021
- 00:06
Flexible work policies paid off for banks
Some advisors who couldn’t easily work from home expressed frustration
- By: Daniel Reale-Chin
- August 30, 2021 August 26, 2021
- 00:00
How the pandemic changed banking
Covid-19 forced the Big Six to improve a perennial sore point in the Report Card on Banks: Technology
- By: Fiona Collie
- August 21, 2020 August 25, 2020
- 00:08
Beyond banks’ resilient reputations
A look at where institutions' support shines and where it slips
- By: Katie Keir
- August 23, 2019 November 1, 2019
- 00:21
Report Card on Banks 2019 main chart
How advisors rated their banks
- By: IE Staff
- August 23, 2019 June 17, 2024
- 00:20
Growing divide
The banks' top producers significantly outperformed their colleagues
- By: James Langton
- August 23, 2019 November 1, 2019
- 00:19
Tech, back office need upgrades
For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing
- By: Daniel Calabretta
- August 23, 2019 November 1, 2019
- 00:18
Room for improvement in planning support
As banks invest in software and training, advisors wait for the payoff
- By: Rudy Mezzetta
- August 23, 2019 November 1, 2019
- 00:17
Assessing banks’ product shelves
The Report Card's product-focused categories remain important to advisors
- By: Surina Nath
- August 23, 2019 November 1, 2019
- 00:16
Bank advisors want to leverage ETFs
Report Card on Bank respondents were vocal about the value of these products
- By: Surina Nath
- August 23, 2019 November 1, 2019
- 00:15
Advisor pay a sticking point
Respondents' satisfaction linked to bank's compensation structure
- By: Maddie Johnson
- August 23, 2019 November 1, 2019
- 00:14
Tax-planning gaps for branch advisors
As clients demand more, these planners may need additional support
- By: Jordan Barrera
- August 23, 2019 November 1, 2019
- 00:13
Banks deliver for their advisors
Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas
- By: Fiona Collie
- June 22, 2018 November 1, 2019
- 00:13
Report Card on Banks 2018 main chart
How advisors rated their banks
- By: IE Staff
- June 22, 2018 November 1, 2019
- 00:12
Advisors were split on banks’ training
Some banks were praised for their ongoing training efforts, while others still have work to do
- By: Curtis Panke
- June 22, 2018 November 1, 2019
- 00:11
A return to growth for advisors’ books
The banks have put accusations of poor sales practices behind them, as advisors report having larger, more productive books
- By: James Langton
- June 22, 2018 November 1, 2019
- 00:10
Back-office services fall short
The support advisors need from their back offices is critical, but banks are failing to deliver in this important category
- By: Leah Golob
- June 22, 2018 November 1, 2019
- 00:09
Praise for HNW support
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
- By: Fiona Collie
- June 22, 2018 November 1, 2019
- 00:08
Banks are communicating effectively
Advisors praised their firms' efforts at achieving strong, two-way communication - although some exceptions remain
- By: Sophie Allen-Barron
- June 22, 2018 November 1, 2019
- 00:07
Mixed reviews for marketing efforts
Banks deliver on their advertising campaigns, but more can be done in marketing support for advisors
- By: Ramona Leitao
- June 22, 2018 November 1, 2019
- 00:06