Report Card on Banks 2022 main chart

How branch-based financial advisors rated their firms’ performance

A woman adding a star to existing ratings

This article appears in the September 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.

Research by:
Laurent Bouthillier, Brian Capitao, Joseph Eskander, Emily Fox, Roland Inacay and Alisha Mughal

Research editors:
Katie Keir, Daniel Calabretta

Click the image below to obtain a PDF of the chart.

2022 Report Card on Banks, blurred data