Responsiveness to feedback is important to advisors, but communication gaps remain
Branch-based advisors with the Big Six enjoyed book and client-roster growth
While some advisors have criticized banks for eliminating active selling of third-party products, many are happy with in-house selection
The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one
Four banks received below-average ratings for their technology tools
We detail the methodology for the Report Card on Banks
Editorial: By narrowing product lineups to proprietary funds alone, the banks are vulnerable to critics who allege their overwhelming market power stifles competition
Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms