Investment Executive Weekly newsletter

Week of July 11, 2018
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Industry News
Slideshow: Advisors happy to recommend their banks
During the past decade, advisors have been satisfied with the services and work environments their banks offer
July 11, 2018

Industry News
Slideshow: Large disparity among banks’ average advisors
The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger
July 5, 2018

Report Card on Banks
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
June 22, 2018

Report Card on Banks
Report Card on Banks 2018 main chart
How advisors rated their banks
June 22, 2018

Report Card on Banks
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
June 22, 2018

Report Card on Banks
Advisors were split on banks' training
Some banks were praised for their ongoing training efforts, while others still have work to do
June 22, 2018

Report Card on Banks
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
June 22, 2018

Report Card on Banks
Praise for HNW support
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
June 22, 2018

Report Card on Banks
Banks are communicating effectively
Advisors praised their firms' efforts at achieving strong, two-way communication - although some exceptions remain
June 22, 2018

Report Card on Banks
Banks' reputations holding up well
The bad press that the banks received as a result of reports regarding unfair sales practices had little impact among clients
June 22, 2018

Report Card on Banks
Mixed reviews for marketing efforts
Banks deliver on their advertising campaigns, but more can be done in marketing support for advisors
June 22, 2018

Report Cards
Report Card on Banks 2018
Branch-based financial advisors give the Big Six banks higher ratings


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