Report Card on Banks 2023

Branch-based advisors and planners said they appreciated certain support offered by their banks, but there’s still room for improvement.

Report Card on Banks 2023 main chart

How branch-based financial advisors and planners rated their firms’ performance

Banks must support digital tools with advisor training

September 18, 2023 Alisha Mughal

Big-Six branch advisors say product restrictions aren’t a problem

September 18, 2023 Katie Keir

A welcome bump for the back office

September 18, 2023 Roland Inacay
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How we did it: Report Card on Banks

September 18, 2023 IE Staff
Report Card on Banks

Why aren’t bank advisors happy with their compensation?

September 18, 2023 Emily Fox
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Report Card on Banks

Average advisor getting younger as assets shrink

September 18, 2023 James Langton
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Report Card on Banks

Support is key to retaining branch advisors

September 18, 2023 Katie Keir
puzzle problem solving