Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
Advisors are dissatisfied with the material their firms send out and management's receptiveness to advisors' feedback
Some bank-owned investment dealers have followed in the footsteps of the top-performing firms by introducing specialized marketing support services that focus on providing customized strategies
Some bank-owned investment dealers have followed in the footsteps of the top-performing firms by introducing specialized marketing support services that focus on providing customized strategies