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Keyword: Advisor sentiment

37 results found
Firms’ performance improves slightly in the eyes of advisors

Advisors appreciate dealers that keep them informed and help them support wealthy clients

  • By: Katie Keir
  • September 13, 2024 September 12, 2024
  • 08:58
question marks

Many advisors question how effectively their suggestions are acted upon

  • By: Aru Kaul
  • June 5, 2024 June 4, 2024
  • 09:22
Group of business people holding puzzle pieces at a boardroom table

Offering generic or limited practice-building tools can lead to displeased advisors

Computer with 2024

MGAs and carriers are revamping their support programs in response

  • By: Katie Keir
  • February 12, 2024 February 9, 2024
  • 00:10

Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

  • By: Katie Keir
  • October 16, 2023 October 13, 2023
  • 00:26
online comments

With the vast majority of advisors focused on planning, firms must continue investing in that area

How branch-based financial advisors and planners rated their firms’ performance

  • By: IE Staff
  • September 18, 2023 July 25, 2024
  • 00:14
communication

Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00

Compensation is often not the main reason that an advisor will switch firms

  • By: Todd Humber
  • November 9, 2022 November 9, 2022
  • 10:50