From ethics to products to compensation, here are the categories that advisors gave the highest overall average importance ratings
Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction
How advisors rated their firms
Although many of the basic demographic metrics were relatively stable year-over-year, advisors experienced growth in AUM and productivity, thanks to solid equities markets and stronger than expected economic growth
There is significant trust among advisors that their firms are doing everything possible to keep important data secure
These rules have led to delays, confusion and too much information on clients' statements
Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain
Although advisors have complained for years about their back-office support, some firms have found the winning formula
Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations
Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive