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The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

  • By: Katie Keir
  • January 5, 2024 February 26, 2024
  • 10:50

How branch-based financial advisors and planners rated their firms’ performance

  • By: IE Staff
  • September 18, 2023 September 15, 2023
  • 00:14
Team project work Analyze reports plans, papers, documents, statistics calculations

Branch advisors say institutions aren’t adequately preparing them to use new technology

Customer Relationship Management handshake provider and customer flat illustration

Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients

  • By: Katie Keir
  • September 18, 2023 September 15, 2023
  • 00:12
sharing ideas

The category saw the biggest rating improvement in the Report Card

Methodology for the 2023 Report Card on Banks

  • By: IE Staff
  • September 18, 2023 September 15, 2023
  • 00:07
Smiley faces

The Big Six are falling short of retail planners’ salary expectations

  • By: Emily Fox
  • September 18, 2023 September 18, 2023
  • 00:04
search

Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

puzzle problem solving

Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings

  • By: Katie Keir
  • September 18, 2023 September 15, 2023
  • 00:02
Mid-year blackboard

Performance gains in 2022 for the client account statements category peeled back in the 2023 Dealers’ Report Card