Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
How investment advisors rated their firm's support offerings and tools across 14 dealers
A member vote didn't meet the two-thirds threshold needed to drop dual membership
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Many advisors question how effectively their suggestions are acted upon
Offering generic or limited practice-building tools can lead to displeased advisors
MGAs and carriers are revamping their support programs in response
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
With the vast majority of advisors focused on planning, firms must continue investing in that area
How branch-based financial advisors and planners rated their firms’ performance