Report Card on Banks – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 26 Feb 2024 17:09:23 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Report Card on Banks – Investment Executive https://www.investmentexecutive.com 32 32 Learn more about Investment Executive’s Report Card series https://www.investmentexecutive.com/news/research-and-markets/learn-more-about-investment-executives-report-card-series/ Fri, 05 Jan 2024 15:50:49 +0000 https://www.investmentexecutive.com/?p=478088 The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

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]]> Report Card on Banks 2023 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2023-main-chart/ Mon, 18 Sep 2023 04:14:04 +0000 https://www.investmentexecutive.com/?p=471374 How branch-based financial advisors and planners rated their firms’ performance

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]]> Banks must support digital tools with advisor training https://www.investmentexecutive.com/newspaper_/report-card-on-banks/banks-must-support-digital-tools-with-advisor-training/ Mon, 18 Sep 2023 04:13:00 +0000 https://www.investmentexecutive.com/?p=471303 Branch advisors say institutions aren’t adequately preparing them to use new technology

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]]> Big-Six branch advisors say product restrictions aren’t a problem https://www.investmentexecutive.com/newspaper_/report-card-on-banks/big-six-branch-advisors-say-product-restrictions-arent-a-problem/ Mon, 18 Sep 2023 04:12:00 +0000 https://www.investmentexecutive.com/?p=471302 Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients

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]]> A welcome bump for the back office https://www.investmentexecutive.com/newspaper_/report-card-on-banks/a-welcome-bump-for-the-back-office/ Mon, 18 Sep 2023 04:10:00 +0000 https://www.investmentexecutive.com/?p=471300 The category saw the biggest rating improvement in the Report Card

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]]> How we did it: Report Card on Banks https://www.investmentexecutive.com/newspaper_/report-card-on-banks/how-we-did-it-report-card-on-banks/ Mon, 18 Sep 2023 04:07:08 +0000 https://www.investmentexecutive.com/?p=471691 Methodology for the 2023 Report Card on Banks

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]]> Why aren’t bank advisors happy with their compensation? https://www.investmentexecutive.com/newspaper_/report-card-on-banks/why-arent-bank-advisors-happy-with-their-compensation/ Mon, 18 Sep 2023 04:04:00 +0000 https://www.investmentexecutive.com/?p=471294 The Big Six are falling short of retail planners’ salary expectations

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]]> Average advisor getting younger as assets shrink https://www.investmentexecutive.com/newspaper_/report-card-on-banks/average-advisor-getting-younger-as-assets-shrink/ Mon, 18 Sep 2023 04:03:00 +0000 https://www.investmentexecutive.com/?p=471293 Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

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]]> Support is key to retaining branch advisors https://www.investmentexecutive.com/newspaper_/report-card-on-banks/support-is-key-to-retaining-branch-advisors/ Mon, 18 Sep 2023 04:02:00 +0000 https://www.investmentexecutive.com/?p=471290 Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings

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]]> Advisors renew complaints about client account statements https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-renew-complaints-about-client-account-statements/ Mon, 28 Aug 2023 04:03:20 +0000 https://www.investmentexecutive.com/?p=470206 Performance gains in 2022 for the client account statements category peeled back in the 2023 Dealers’ Report Card

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