Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
The most productive segment of branch-based advisors saw AUM and client rosters decline
Investor protection enables capital formation
Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war
Alternative Credit Council research points to further growth, diversification in 2025
Americans’ assessments of their current economic situation tumbled: survey