Report Cards

Report Card on Banks 2022

Bank advisors saw rise in productivity

August 29, 2022 James Langton
A man pushing a lever to increase productivity
Report Card on Banks 2022

Banks stand firm on cutting product shelves

August 29, 2022 Katie Keir
A man removing interlocking pieces from a large stack
Report Card on Banks 2022

Banks struggle to improve ratings

August 29, 2022 Daniel Calabretta
A woman adding a star to existing ratings
Report Card on Banks 2022

Overcoming tech troubles remains an uphill climb

August 29, 2022 Brian Capitao
Concept of IT problems
Report Card on Banks 2022

How we did it: Report Card on Banks 2022

August 29, 2022 Daniel Calabretta, Katie Keir
Dealers’ Report Card

Striking a balance between autonomy and support

June 13, 2022 Katie Keir
Man looking at a laptop in concern or frustration
Dealers’ Report Card

Dealer advisors evolve as the industry faces fundamental change

June 13, 2022 James Langton
Businesspeople brainstorming in the office
Dealers’ Report Card

Dealers’ Report Card 2022 main chart

June 13, 2022 IE Staff
Dealers' Report Card 2022 main chart blurred
Dealers’ Report Card

Remote work capabilities are essential

June 13, 2022 Daniel Calabretta
Life in time of COVID-19: Mature woman working on computer from home at the stand up desk. She has long grey hair and dressed in casual black outfit. Interior of living room set up with home office station, next to window.