Technology is often a source of dissatisfaction, but some firms have found the right formula
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help
Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement
Advisors lauded firms that make an effort to let advisors know what's important in a variety of ways
Whether or not advisors are satisfied with their firms' offerings, several brokerages are bringing in more specialists and making major steps to improve the support that advisors receive in key wealth-management services