The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices
How advisors rated their firms
Overwhelming backing for “best interest” standard
How advisors feel about their firms' communications efforts has an impact beyond measure
Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series reveals the financial services sector is in flux
Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business
Having a robust product offering from firms is very important to advisors
Two firms have taken very different strategies regarding their technology, but both received high praise from their advisors