IE’s 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
August 22, 2019
IE’s 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.
August 22, 2019A look at where institutions' support shines and where it slips
How advisors rated their banks
The banks' top producers significantly outperformed their colleagues
For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing
As banks invest in software and training, advisors wait for the payoff
The Report Card's product-focused categories remain important to advisors
Report Card on Bank respondents were vocal about the value of these products
Respondents' satisfaction linked to bank's compensation structure
As clients demand more, these planners may need additional support
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Canada’s insurance advisors are demanding more from their firms and leadership teams
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…