Report Card on Banks & CUs | Investment Executive

Report Card on Banks and CUs 2015 main chart

Alan — Fri, 19 Jun 2015 04:00:00 +0000

How advisors rated their firms

Alan — Fri, 19 Jun 2015 04:00:00 +0000

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

Alan — Fri, 19 Jun 2015 04:00:00 +0000

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

Alan — Fri, 19 Jun 2015 04:00:00 +0000

Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways

Alan — Fri, 19 Jun 2015 04:00:00 +0000

Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement

Alan — Fri, 19 Jun 2015 04:00:00 +0000

Advisors lauded compliance staff who are approachable and take the time to make sure all regulatory requirements are met

Alan — Fri, 19 Jun 2015 04:00:00 +0000

Advisors want their firms to have teams of specialists to help with clients' increasing needs in wealth-management services

Alan — Fri, 19 Jun 2015 04:00:00 +0000

CIBC and Meridian received great praise from their advisors, while the other firms in the survey have areas to improve

Alan — Fri, 20 Jun 2014 04:00:00 +0000

Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors

Alan — Fri, 20 Jun 2014 04:00:00 +0000

For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat