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
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