Some advisors complained about their firms’ training programs; others could not be more pleased
Advisors praise the power of a branding message delivered through ads and community events
Having access to defined-benefit plans and equity-ownership programs makes a positive difference
But expectations are not being met, as advisors with all firms — including those rated highest — see room for improvement
Some firms received higher ratings from their advisors in a plethora of categories, while others struggled mightily
Low interest rates may be the culprit
Top-performing firms have up-to-date systems and solid support that advisors find very useful
The overall average rating for the category took the biggest tumble of all in this year’s Report Card (includes chart)
Improved ratings for some firms are the result of the deposit-taking institutions placing a greater emphasis on advisors’ services
Most firms have not lowered their incentive standards for mutual funds as a result of the downturn (includes chart)