Report Cards

Advisors’ Report Card 2023

Advisors praise their compliance departments

October 16, 2023 Alisha Mughal
woman texting
Advisors’ Report Card

Advisors sound off on financial planning

October 16, 2023 Katie Keir, Emily Fox
online comments
Report Card on Banks 2023

Report Card on Banks 2023 main chart

September 18, 2023 IE Staff
Report Card on Banks 2023

Banks must support digital tools with advisor training

September 18, 2023 Alisha Mughal
Report Card on Banks 2023

Big-Six branch advisors say product restrictions aren’t a problem

September 18, 2023 Katie Keir
Report Card on Banks 2023

A welcome bump for the back office

September 18, 2023 Roland Inacay
sharing ideas
Report Card on Banks 2023

How we did it: Report Card on Banks

September 18, 2023 IE Staff
Report Card on Banks

Why aren’t bank advisors happy with their compensation?

September 18, 2023 Emily Fox
Smiley faces
Report Card on Banks

Average advisor getting younger as assets shrink

September 18, 2023 James Langton
search
Report Card on Banks

Support is key to retaining branch advisors

September 18, 2023 Katie Keir
puzzle problem solving
Dealers’ Report Card

Dealers’ Report Card 2023 main chart

August 28, 2023 IE Staff
Dealers’ Report Card

Dealers need to improve communication

August 28, 2023 Roland Inacay
communication