Nine of 16 firms see lower ratings; advisors voice concerns about the process (includes chart)
It’s not enough to provide advisors with high-end technology tools; firms must also provide solid training on how to use the tools
One sees a reversal in fortunes, two others turn downward (includes main chart)
674 advisors at 16 investment firms; Plus results from previous years
How the Brokerage Report Card is done
Advisors are no longer placing a greater emphasis on the financial support they receive when moving firms
But not all advisors are happy with the new platforms their firms have introduced — and the scores show it
But moves toward offering statements online and customization could change advisors’ perceptions
Special incentive programs such as bonuses, trips and exclusive clubs have gained in prominence