Home In Depth Report Cards 2014 Report Card on Banks & CUs

2014 Report Card on Banks & CUs

Advisors gave their deposit taking institutions improved ratings over last year. All the insight, the ratings and the candid comments from the July 2014 issue of Investment Executive newspaper.

June 19, 2014

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

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Advisors laud their branch managers

Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support

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Firms stand out for providing balance

Flexible work hours, collegial work environments and support for charity-related initiatives please advisors

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Firms getting it right with ongoing training

All firms saw their ratings in this category rise after most increased their digital offerings

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2014 Report Card on Banks & CUs main chart

How advisors rated their firms

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The fight to keep assets

Advisors ramp up client rosters to stem their losses in AUM

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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

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Marketing support not up to snuff

For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat

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Better mix needed in compensation

Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay

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