Advisors praised their firms' efforts at achieving strong, two-way communication - although some exceptions remain
Advisors are pleased with the products their firms make available, as well as with the freedom to sell what they prefer
Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said it has merit
Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business
Two firms have taken very different strategies regarding their technology, but both received high praise from their advisors
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
Much praise was given to dealer firms that have an extensive mutual fund offering and provide access to other products that cater to specific clients
The enhanced performance and fee disclosure included in client account statements have yet to make the impact many advisors expected - although some advisors point to other reasons for their continued dissatisfaction