Report Card on Banks – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 28 Oct 2024 16:51:37 +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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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