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Keyword: Report Card on Banks

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Skyline of the financial district

Editorial: By narrowing product lineups to proprietary funds alone, the banks are vulnerable to critics who allege their overwhelming market power stifles competition

  • By: IE Staff
  • September 14, 2021 December 3, 2021
  • 00:03
path to success

Advisors need more support to retain mass-affluent clients with growing wealth

  • By: Emily Fox
  • August 30, 2021 August 26, 2021
  • 00:15
the easy path or the difficult path

Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning

change

Product shelves at some banks are changing thanks to the client-focused reforms

  • By: Katie Keir
  • August 30, 2021 August 26, 2021
  • 00:11
change

Advisors swung sharply toward mutual funds and away from most other products

compensation

Advisors’ bonuses are increasingly being tied to client satisfaction

Report Card on Banks main chart - blurry

How bank-branch advisors rated their firms

  • By: IE Staff
  • August 30, 2021 August 26, 2021
  • 00:06
satisfaction

Advisors and planners have some unmet expectations when it comes to their banks’ support services

working from home

Some advisors who couldn’t easily work from home expressed frustration

customers at a bank wearing masks

Covid-19 forced the Big Six to improve a perennial sore point in the Report Card on Banks: Technology