IE’s 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
August 22, 2019
IE’s 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
August 22, 2019A look at where institutions' support shines and where it slips
How advisors rated their banks
The banks' top producers significantly outperformed their colleagues
For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing
As banks invest in software and training, advisors wait for the payoff
The Report Card's product-focused categories remain important to advisors
Report Card on Bank respondents were vocal about the value of these products
Respondents' satisfaction linked to bank's compensation structure
As clients demand more, these planners may need additional support
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…