Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms
Advisors swung sharply toward mutual funds and away from most other products
Advisors’ bonuses are increasingly being tied to client satisfaction
How bank-branch advisors rated their firms
Advisors and planners have some unmet expectations when it comes to their banks’ support services
Some advisors who couldn’t easily work from home expressed frustration
Covid-19 forced the Big Six to improve a perennial sore point in the Report Card on Banks: Technology
A look at where institutions' support shines and where it slips