Keyword: Report Card on Banks

133 results found

Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented

Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts

Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning

Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques

Advisors cited technology as one the key areas that their banks could most improve upon

An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel

Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback

Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors

Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own

There's much debate about how robo-advisors will impact the traditional financial services sector