Most branch advisors and planners felt good about their workplace support in this year's report
AUM, productivity and pay were all up for the Big Six’s retail branch advisors and planners
Reps' concerns have been documented for years in IE's Report Card research
A video breakdown of the 2024 Report Card on Banks themes
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
Branch planners and advisors say compliance support is important, but cited several hurdles
The most productive segment of branch-based advisors saw AUM and client rosters decline
How branch advisors with the Big Six rated their banks' support offerings
Methodology for the annual Report Card
Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered