Advisors are riding high — with bigger books of business and firms delivering on what matters most. The numbers tell the story, from the September 2014 issue of Investment Executive. Research by: Scott Barber, Jacob Boon, Alexandra Bosanac, Geoff Davies and Leah Golob. Research Editors: Pablo Fuchs and Clare O'Hara.
Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these firms need to improve their technology, advertising and compensation
For the most part, firms are on the ball in helping their advisors deal with the major regulatory changes that are taking place in the financial advisory business by providing information and training in what advisors will need to do