How big banks ensure a smooth transition from one branch advisor to another
The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences
How branch-based financial advisors and planners rated their firms’ performance
Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The category saw the biggest rating improvement in the Report Card
Methodology for the 2023 Report Card on Banks
The Big Six are falling short of retail planners’ salary expectations
Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products
Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings