Reps point to personal support from executives and client educational materials (includes chart)
Many advisors say their firm’s due diligence efforts on new products are solid, but others say they go too far (includes chart)
Advisors say firms are putting additional resources into support for helping clients reach — and thrive in — retirement
The firms that provided advisors with information and other methods of comprehensive support earned top marks (includes chart)
Advisors say they’re mostly happy; many performance ratings were on par with last year’s (includes chart)
The majority of advisors felt that having strong support services helped them serve clients more completely (includes chart)
Some advisors prefer a full succession program; others prefer having freedom
Will bank and insurance advisors be able to sustain their momentum and continue gaining market share when markets recover? (includes chart)
Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)
The gap between performance and importance ratings holds true yet again