The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for more sophisticated financial advice
Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms employ in these areas differ substantially
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
Advisors are seeing their pay nudge higher than in past years, but there remains an overall sense of displeasure when it comes to their firms' practices in the compensation department
The financial services industry continues to be slow on the uptake
The firms that were rated highest by their advisors are each quite different in their business models and desired clientele
Financial advisors across all channels of the financial services industry are aging
The ongoing market turmoil has kept advisors running in place, as the headline industry metrics have largely held up. However, there are signs that plenty of hard work has gone into maintaining these figures
Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support services