Report Card on Banks 2016

Most financial advisors in the banking channel are casting a critical eye on their respective firms and taking them to task over the numerous failings they see at their banks, ranging through the back office to consumer advertising and the way the banks take stock of advisors’ feedback.

Report Card on Banks 2016 main chart

How advisors rated their firms

Greater focus needed in advertising

June 23, 2016 Beatrice Paez

Are robo-advisors a looming threat?

June 23, 2016 Fiona Collie

Banking model proves to be successful

June 23, 2016 James Langton

Major focus on financial planning

June 23, 2016 Ahmad Hathout

Banks, advisors failing to communicate

June 23, 2016 Megan Marrelli

Back-office blunders continue

June 23, 2016 Kat Shermack

Bank advisors cast a critical eye

June 23, 2016 Fiona Collie

Seniors’ issues take centre stage

June 23, 2016 Jade Hemeon