Home Advisor sentiment

Keyword: Advisor sentiment

40 results found
Man looking stressed in an office setting

Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group

Data table for Brokerage Report Card

How investment advisors rated their firm's support offerings and tools across 14 dealers

  • By: IE Staff
  • June 5, 2025 June 5, 2025
  • 08:54
European election

A member vote didn't meet the two-thirds threshold needed to drop dual membership

Firms’ performance improves slightly in the eyes of advisors

Advisors appreciate dealers that keep them informed and help them support wealthy clients

  • By: Katie Keir
  • September 13, 2024 September 12, 2024
  • 08:58
question marks

Many advisors question how effectively their suggestions are acted upon

  • By: Aru Kaul
  • June 5, 2024 June 4, 2024
  • 09:22
Group of business people holding puzzle pieces at a boardroom table

Offering generic or limited practice-building tools can lead to displeased advisors

Computer with 2024

MGAs and carriers are revamping their support programs in response

  • By: Katie Keir
  • February 12, 2024 April 10, 2025
  • 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 July 25, 2024
  • 00:14