Keyword: Report Card on Banks

133 results found

Advisors at all the banks and credit unions in the survey are happier. Many firms garnered major ratings increases

Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support

  • By: Leah Golob
  • June 19, 2014 October 31, 2019
  • 23:00

Banks and credit unions have place added emphasis on issues affecting minorities, women and people with disabilities

2013 Main chart

How advisors rated their firms

  • By: IE Staff
  • June 20, 2013 October 31, 2019
  • 23:00

Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff

Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?

Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions

Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction

Deposit-taking institutions need to do much better when it comes to advisors' compensation structures

There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light