Advisors who have more independence over their books are more satisfied with their firms
Advisors say firms’ efforts in transition support and delivery on promises made, among others, aren’t up to standard
By providing a suite of support services, firms are helping advisors meet their clients’ growing needs
Regardless of style, succession programs must meet the changing realities of the business, advisors say
As the industry slowly shifts away from a sales-based mentality, so are compensation models
Bigger, better and growing in scope
Half of all advisors’ clients now have a financial plan in place
Although some advisors still complain about compliance, it tends to be about personalities rather than job performance
Despite a challenging year, the financial services industry has held its own
The picture is starkly different for the industry segments, as well as between top-producing advisors and the rest