View the 2024 main table, which shows how branch planners and advisors rated their banks.
Report Card on Banks 2024 summary video
A video breakdown of the 2024 Report Card on Banks themes
- By: Katie Keir
- October 15, 2024 October 10, 2024
- 08:53
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
Florida-based worker allegedly facilitated laundering of drug proceeds in Colombia
The key interest rate is now 3.25%
Agency uncovered transaction reporting failures in compliance review