IE Staff
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Report Card on Banks 2019 main chart
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to 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
If oil supply hasn’t returned to normal by mid-year, higher inflation and slowing global growth could become the dominant themes of 2026
Thinking about life insurance as a portfolio of products, and three client service best practices
Consumer-facing experiments require discipline — that means clear guardrails, stopping rules and more
Annette Ryan promised to "hold the government's feet to the fire" on spending decisions