Pulling no punches
<i>Planners gave their firms significantly lower marks this year</i>
<i>Planners gave their firms significantly lower marks this year</i>
<i>Planners, who last year dismissed the need for designations, are seeing the light</i>
<i>Most say there is a need for more tech support and better training in using front-office software</i>
<i>Planners complain about lack of company support, but few are willing to sacrifice a chunk of their paycheques for it</i>
<i>Non-compete contracts and penalties to transfer accounts are taking hold</i>
Over the telephone, a Primerica Financial Services Ltd. planner speaks in confidence about the real reason he’s leaving the firm. His comments reflect the results…
<i>Some planners complain companies are too strict</i>
<i>A sizable number of financial planners are working from home, and some have hired their spouses</i>
<i>Berkshire Investment Group takes top spot in Report Card after advisors rate their firm No. 1.</i>
<i>Integration of acquired assets is key to successful takeover</i>
<i>Consolidators gobble up the independents</i>
<i>The planning business is becoming more institutionalized - and more professional</i>
<i>Reps receive signals, subtle and otherwise, to sell proprietary products</i>
