Investment Executive Special Alert

Monday August 29, 2022
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Report Card on Banks
Banks stand firm on cutting product shelves
While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection
August 29, 2022

Report Card on Banks
Report Card on Banks 2022 main chart
How branch-based financial advisors rated their firms’ performance
August 29, 2022

Report Card on Banks
Bank advisors saw rise in productivity
Branch-based advisors with the Big Six enjoyed book and client-roster growth
August 29, 2022

Report Card on Banks
Banks struggle to improve ratings
The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one
August 29, 2022

Report Card on Banks
Banks say they’re listening, but not all advisors agree
Responsiveness to feedback is important to advisors, but communication gaps remain
August 29, 2022

Report Card on Banks
Big banks improving efforts to help advisors grow
While advisors say business development support is important, satisfaction levels lag
August 29, 2022

Report Card on Banks
Overcoming tech troubles remains an uphill climb
Four banks received below-average ratings for their technology tools
August 29, 2022

Report Card on Banks
How we did it: Report Card on Banks 2022
August 29, 2022

See the whole Report Card

Report Cards
Report Card on Banks 2022
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
29 August 2022


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