Home In Depth Report Cards Report Card on Banks & CUs 2015

Report Card on Banks & CUs 2015

Advisors have strong opinions about the deposit-taking institutions at which they work. All the insight, the ratings and the candid comments from the July 2015 issue of Investment Executive newspaper.

June 18, 2015

Report Card on Banks and CUs 2015 main chart

How advisors rated their firms

  • June 18, 2015 January 20, 2018
  • 23:00

Online access for clients is top-notch

Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts

  • June 18, 2015 December 18, 2017
  • 23:00

Technology remains an area of concern

Advisors have many concerns about their firms' technology, and several firms have much room for improvement

  • June 18, 2015 January 20, 2018
  • 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

  • June 18, 2015 January 29, 2018
  • 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

  • June 18, 2015 December 18, 2017
  • 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

  • June 18, 2015 December 18, 2017
  • 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

  • June 18, 2015 December 18, 2017
  • 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

  • June 18, 2015 January 20, 2018
  • 23:00

Report Card: A decisive advantage

Big increase in AUM and productivity

  • June 18, 2015 January 29, 2018
  • 23:00