A video breakdown of the 2024 Report Card on Banks themes
View the 2024 main table, which shows how branch planners and advisors rated their banks.
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
How branch advisors with the Big Six rated their banks' support offerings
Many trusts may need to amend 2024, 2025 tax returns
Social relationship with regulator's key witness in case leads to recusal
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Plus, new emerging market, target-date and tech funds, and a raft of fund changes