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
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…