Keyword: Report Card on Banks

124 results found
A woman adding a star to existing ratings

How branch-based financial advisors rated their firms’ performance

  • By: IE Staff
  • August 29, 2022 August 29, 2022
  • 00:10
Concept of improving satisfaction

Responsiveness to feedback is important to advisors, but communication gaps remain

A man pushing a lever to increase productivity

Branch-based advisors with the Big Six enjoyed book and client-roster growth

A man removing interlocking pieces from a large stack

While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection

  • By: Katie Keir
  • August 29, 2022 August 29, 2022
  • 00:06
A woman adding a star to existing ratings

The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one

Concept of IT problems

Four banks received below-average ratings for their technology tools

We detail the methodology for the Report Card on Banks

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