Account Managers’ Report Card – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Sun, 27 Oct 2019 04:28:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Account Managers’ Report Card – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Two banks’ fortunes diverge https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/two-banks-fortunes-diverge/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/two-banks-fortunes-diverge/ CIBC and Scotiabank advisors feel quite differently about their firms

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]]> Advisors experience smooth sailing as books grow https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/advisors-experience-smooth-sailing-as-books-grow/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-experience-smooth-sailing-as-books-grow/ The stability of Canada’s banks has led many clients to consolidate their accounts with advisors at deposit-taking institutions (includes chart)

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]]> Advisors dissatisfied with compensation practices https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/advisors-dissatisfied-with-compensation-practices/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-dissatisfied-with-compensation-practices/ Most firms have not lowered their incentive standards for mutual funds as a result of the downturn (includes chart)

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]]> Banks, credit unions focus on promoting brands https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/banks-credit-unions-focus-on-promoting-brands/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/banks-credit-unions-focus-on-promoting-brands/ Improved ratings for some firms are the result of the deposit-taking institutions placing a greater emphasis on advisors’ services

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]]> Advisor dissatisfaction sets in https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/advisor-dissatisfaction-sets-in/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-dissatisfaction-sets-in/ Lower ratings and gaps between importance and performance scores reveal much displeasure (includes main chart)

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]]> Financial planning takes a back seat https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/financial-planning-takes-a-back-seat/ Mon, 29 Jun 2009 16:29:00 +0000 https://www.investmentexecutive.com/uncategorized/financial-planning-takes-a-back-seat/ The overall average rating for the category took the biggest tumble of all in this year’s Report Card (includes chart)

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]]> Advisors’ satisfaction level goes way up (Includes main chart) https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/advisors-satisfaction-level-goes-way-up-includes-main-chart/ Thu, 03 Jul 2008 16:18:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-satisfaction-level-goes-way-up-includes-main-chart/ Account managers rated the Big Six banks and one credit union higher in a variety of categories in this year’s survey

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]]> Green chair, “second opinion” win raves https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/green-chair-second-opinion-win-raves/ Thu, 03 Jul 2008 16:18:00 +0000 https://www.investmentexecutive.com/uncategorized/green-chair-second-opinion-win-raves/ And not just from advisors at those banks; clients seem to like them as well, which brings in business

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]]> Firms deliver when it comes to products (includes chart) https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/firms-deliver-when-it-comes-to-products-includes-chart/ Thu, 03 Jul 2008 16:18:00 +0000 https://www.investmentexecutive.com/uncategorized/firms-deliver-when-it-comes-to-products-includes-chart/ Advisors cite new products, freedom to choose and overall product quality as reasons for their happiness

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]]> Strategies for catering to high net-worth clients https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks-cus/strategies-for-catering-to-high-net-worth-clients/ Thu, 03 Jul 2008 16:18:00 +0000 https://www.investmentexecutive.com/uncategorized/strategies-for-catering-to-high-net-worth-clients/ Developing an integrated approach involving various divisions of a bank or credit union is the key to servicing affluent clients

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