Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations
One set of firms received lower ratings in the three back-office categories, but another set of firms were praised for their efforts
Banks deliver on their advertising campaigns, but more can be done in marketing support for advisors
An overabundance of information and the move away from consolidation of information has resulted in a surge of complaints
Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account access for clients" category because of suboptimal client experiences