There's much concern among advisors that their firms are not doing enough to bring in new blood
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
Insurance advisors see big growth in AUM, clients and compensation
There are clear signs that insurance firms and their advisors are open to the business-building potential of this emerging technology
Advisors had concerns relating to staffing and little variety or customizability in marketing materials
Three firms saw notable increases in their ratings, and the satisfaction gap in the category was cut almost in half
WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
Advisors respond favourably to their firms' efforts in some key areas of importance