Keyword: Planners’ Report Card

115 results found

PFSL Investments’ planners remain impressed with their firm’s efforts, something that can’t be said by all advisors

Balancing independence and support is a challenge; some firms offer rookie training

But most firms say they’re happy with MFDA platform for now

As planners move into the latter stages of their careers, most firms offer succession planning support

Advisors should be aware of the fees firms charge them and how they can vary from company to company

IE asked heads of firms to describe their ideal candidate. Top of the list was someone who understands how the business works

It is a matter of the right fit. If the dealer’s model and the advisor’s goals match, everyone wins

Most planners see the bureaucratic headaches as a necessary evil

Dramatic jump may be partly a result of consolidation; spending is paying off

Improved marks for account statements show firms are listening to long-standing complaints