And despite dedicated sales agents’ happiness with their companies’ brand names, their sentiments were more mixed
But the majority of advisors surveyed still have no plan in place for retirement
Advisors are currently split on the merits of offering clients online access to their accounts
Advisors want to ramp up their offerings — and they’re demanding backup from their companies
High producers are the happiest with their compensation, but the increased costs of doing business garner gripes
More and more advisors are adding mutual fund sales to their business revenue
Firms say they encourage their advisors to be designated, but few require it
Underwriting is slow, inefficient and bad for business. “It’s like they don’t want us to sell insurance,” says one advisor
For advisors, having earnings expectations met consistently is more important than the actual amount of compensation
Advisors cite distance as a major reason why their firms’ training programs are lacklustre