Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Even the lowest-rated firms made progress in improving their product shelves
Paying attention to advisor feedback remains crucial for firms
Mobile tech is key, advisors say, but some firms fall short
Advisors continue to stress the importance of back-office technology
The Report Card's product-focused categories remain important to advisors
Report Card on Bank respondents were vocal about the value of these products
Branch manager roles vary across dealers, but all advisors seek reliable, expert guidance