During the past decade, advisors have been satisfied with the services and work environments their banks offer
Proposals would make alternative investments more accessible
Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating
Factors such as investment strategy and valuation must be considered
Advisors are facing a bumpy road ahead as their firms go through major transitions
Advisors are feeling unsettled as their firms go through major transitions related to ownership, management and technology. But there's hope things will begin to improve
Lower ratings for "firm's stability" arose from advisors' frustration with many of the major changes taking place