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Keyword: Advisor sentiment

34 results found
Computer with 2024

MGAs and carriers are revamping their support programs in response

  • By: Katie Keir
  • February 12, 2024 February 9, 2024
  • 00:10

Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve

  • By: Katie Keir
  • October 16, 2023 October 13, 2023
  • 00:26
online comments

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

  • By: IE Staff
  • September 18, 2023 September 15, 2023
  • 00:14

Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback

growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
two businesspeople shaking hands in silhouette

Compensation is often not the main reason that an advisor will switch firms

  • By: Todd Humber
  • November 9, 2022 November 9, 2022
  • 10:50
A woman adding a star to existing ratings

How branch-based financial advisors rated their firms’ performance

  • By: IE Staff
  • August 29, 2022 August 29, 2022
  • 00:10
Concept of improving satisfaction

Responsiveness to feedback is important to advisors, but communication gaps remain

A woman adding a star to existing ratings

The lowest-rated bank was critiqued on compensation and technology, but it wasn't the only one