Home Report Card on Banks

Keyword: Report Card on Banks

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Beyond banks' resilient reputations

A look at where institutions' support shines and where it slips

  • By: Katie Keir
  • August 23, 2019 November 1, 2019
  • 00:21
How advisors rated their banks

How advisors rated their banks

  • By: IE Staff
  • August 23, 2019 November 1, 2019
  • 00:20
Business man at a fork in the road

The banks' top producers significantly outperformed their colleagues

45720671 - woman working in home office hand on keyboard close up

For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing

financial advisor explaining investment plan to couple on laptop at office desk

As banks invest in software and training, advisors wait for the payoff

TD, CIBC, BMO and other skyscrapers in Toronto in spring

The Report Card's product-focused categories remain important to advisors

89530191 - etf. exchange traded fund. business, internet and technology concept.

Report Card on Bank respondents were vocal about the value of these products

Advisor pay a sticking point

Respondents' satisfaction linked to bank's compensation structure

Tax-planning gaps for branch advisors

As clients demand more, these planners may need additional support

businesspeople hands showing thumbs up

During the past decade, advisors have been satisfied with the services and work environments their banks offer