If a brokerage offers clients banking products, there is a chance the firm could become the clients’ primary financial institution
Scores for support for insurance planning are up, as is advisors’ insurance revenue
Advisors continue to rate equity research strongly; scores for mutual fund research improve
The independent brokerage has made significant gains, thanks to the stability brought by its new parent firm
Advisors dole out lower marks and make investment dealers pay for their involvement with the credit crisis
Even when their firms aren’t affected, advisors feel like they are fighting fires
Banks offer full-fledged programs for green advisors; the boutiques let experienced producers do the mentoring
Despite the volatile economy, advisors have higher average AUM per household and more higher-end clients
Advisors are frustrated with the burden posed by compliance, but they say firms are stepping up the protection they provide