Investment Executive Special Alert

Monday August 30, 2021
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Report Card on Banks
Satisfaction grows for bank advisors, but barriers remain
Advisors and planners have some unmet expectations when it comes to their banks’ support services
August 30, 2021

Report Card on Banks
Banks trim product offerings ahead of CFRs
Product shelves at some banks are changing thanks to the client-focused reforms
August 30, 2021

Report Card on Banks
Report Card on Banks 2021 main chart
How bank-branch advisors rated their firms
August 30, 2021

Report Card on Banks
Bank advisors' AUM remains stable, but asset mix changes dramatically
Advisors swung sharply toward mutual funds and away from most other products
August 30, 2021

Report Card on Banks
Changes to compensation garner mixed reviews
Advisors’ bonuses are increasingly being tied to client satisfaction
August 30, 2021

Report Card on Banks
Flexible work policies paid off for banks
Some advisors who couldn’t easily work from home expressed frustration
August 30, 2021

Report Card on Banks
Wanted: Enhancements to in-branch HNW services
Advisors need more support to retain mass-affluent clients with growing wealth
August 30, 2021

Report Card on Banks
Some advisors frustrated by lack of planning support
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
August 30, 2021

Report Card on Banks

Report Cards
Report Card on Banks 2021
Branch-based financial advisors and planners at the Big Six banks have been holding their own since Covid-19 turned the world on its head
26 August 2021

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