Report Card on Banks – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 03 Dec 2024 18:16:06 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Report Card on Banks – Investment Executive https://www.investmentexecutive.com 32 32 Report Card on Banks 2024 summary video https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2024-summary-video/ Tue, 15 Oct 2024 12:53:11 +0000 https://www.investmentexecutive.com/?p=494587 A video breakdown of the 2024 Report Card on Banks themes

The post Report Card on Banks 2024 summary video appeared first on Investment Executive.

]]> All quiet on the bank-branch front https://www.investmentexecutive.com/newspaper_/report-card-on-banks/all-quiet-on-the-bank-branch-front/ Tue, 15 Oct 2024 12:52:00 +0000 https://www.investmentexecutive.com/?p=494119 Planners and advisors just want to be well coached, paid fairly and provided with effective tools

The post All quiet on the bank-branch front appeared first on Investment Executive.

]]> Bank advisors want better access to compliance departments https://www.investmentexecutive.com/newspaper_/report-card-on-banks/bank-advisors-want-better-access-to-compliance-departments/ Tue, 15 Oct 2024 12:51:00 +0000 https://www.investmentexecutive.com/?p=494126 Branch planners and advisors say compliance support is important, but cited several hurdles

The post Bank advisors want better access to compliance departments appeared first on Investment Executive.

]]> Top producers drive shrinkage in branch-based advisory business https://www.investmentexecutive.com/newspaper_/report-card-on-banks/top-producers-drive-shrinkage-in-branch-based-advisory-business/ Tue, 15 Oct 2024 12:50:00 +0000 https://www.investmentexecutive.com/?p=494114 The most productive segment of branch-based advisors saw AUM and client rosters decline

The post Top producers drive shrinkage in branch-based advisory business appeared first on Investment Executive.

]]> Report Card on Banks 2024 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2024-main-chart/ Tue, 15 Oct 2024 12:49:45 +0000 https://www.investmentexecutive.com/?p=494454 How branch advisors with the Big Six rated their banks' support offerings

The post Report Card on Banks 2024 main chart appeared first on Investment Executive.

]]> How we did it: Report Card on Banks 2024 https://www.investmentexecutive.com/newspaper_/report-card-on-banks/how-we-did-it-report-card-on-banks-2024/ Tue, 15 Oct 2024 12:48:49 +0000 https://www.investmentexecutive.com/?p=494459 Methodology for the annual Report Card

The post How we did it: Report Card on Banks 2024 appeared first on Investment Executive.

]]> Few advisor complaints about product shelf restrictions at the Big Six https://www.investmentexecutive.com/newspaper_/report-card-on-banks/few-advisor-complaints-about-product-shelf-restrictions-at-the-big-six/ Tue, 15 Oct 2024 12:47:51 +0000 https://www.investmentexecutive.com/?p=494473 Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered

The post Few advisor complaints about product shelf restrictions at the Big Six appeared first on Investment Executive.

]]> Branch advisors’ role in contingency planning for their books https://www.investmentexecutive.com/newspaper_/report-card-on-banks/branch-advisors-role-in-contingency-planning-for-their-books/ Tue, 15 Oct 2024 12:46:54 +0000 https://www.investmentexecutive.com/?p=494476 How big banks ensure a smooth transition from one branch advisor to another

The post Branch advisors’ role in contingency planning for their books appeared first on Investment Executive.

]]> Learn more about Investment Executive’s Report Card series https://www.investmentexecutive.com/news/research-and-markets/learn-more-about-investment-executives-report-card-series/ Fri, 05 Jan 2024 15:50:49 +0000 https://www.investmentexecutive.com/?p=478088 The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

The post Learn more about Investment Executive’s Report Card series appeared first on Investment Executive.

]]> Report Card on Banks 2023 main chart https://www.investmentexecutive.com/newspaper_/report-card-on-banks/report-card-on-banks-2023-main-chart/ Mon, 18 Sep 2023 04:14:04 +0000 https://www.investmentexecutive.com/?p=471374 How branch-based financial advisors and planners rated their firms’ performance

The post Report Card on Banks 2023 main chart appeared first on Investment Executive.

]]>