There is significant trust among advisors that their firms are doing everything possible to keep important data secure
These rules have led to delays, confusion and too much information on clients' statements
Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain
Although advisors have complained for years about their back-office support, some firms have found the winning formula
Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations
Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices
How advisors rated their firms
