Advisors say they’re mostly happy; many performance ratings were on par with last year’s (includes chart)
The majority of advisors felt that having strong support services helped them serve clients more completely (includes chart)
Some advisors prefer a full succession program; others prefer having freedom
Will bank and insurance advisors be able to sustain their momentum and continue gaining market share when markets recover? (includes chart)
Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)
The gap between performance and importance ratings holds true yet again
Those surveyed for this year’s Report Cards report that much client money is parked in bank accounts and other safe products (includes chart)
For the second year in a row, advisors are satisfied with compliance, bucking the trend of years past
Firms are split on whether the industry’s efforts in hiring rookie advisors goes far enough