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Report Card on Banks 2019

IE’s 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.

August 22, 2019

Beyond banks’ resilient reputations

A look at where institutions' support shines and where it slips

  • August 23, 2019 November 1, 2019
  • 00:21

Report Card on Banks 2019 main chart

How advisors rated their banks

  • August 23, 2019 November 1, 2019
  • 00:20

Growing divide

The banks' top producers significantly outperformed their colleagues

  • 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

  • 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

  • August 23, 2019 November 1, 2019
  • 00:17

Assessing banks’ product shelves

The Report Card's product-focused categories remain important to advisors

  • 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

  • August 23, 2019 November 1, 2019
  • 00:15

Advisor pay a sticking point

Respondents' satisfaction linked to bank's compensation structure

  • August 23, 2019 November 1, 2019
  • 00:14

Tax-planning gaps for branch advisors

As clients demand more, these planners may need additional support

  • August 23, 2019 November 1, 2019
  • 00:13