Despite the general dissatisfaction, there were a few bright lights as some firms were commended for their offerings (includes chart)
Advisors who raved about their firms’ support services cite quick and direct access to in-house specialists
Having a strong brand name and surviving the recession intact were important elements
Advisors, for the most part, are happy with the many changes that have occurred at their firms
But other advisors criticize their firms for lack of flexibility and for paying more attention to high-producing advisors (includes chart)
Now it its 18th year (includes links to previous years)
Although some pulled through better than others, everyone is relieved to get back on track (<b>includes main chart</b>)
Customized tools and specialized support are essential to developing a solid financial plan, advisors say (includes chart)
But while books of business and productivity are on the rise, it appears that some attrition is taking place within the industry (includes chart)