Advisors are currently split on the merits of offering clients online access to their accounts
Underwriting is slow, inefficient and bad for business. “It’s like they don’t want us to sell insurance,” says one advisor
Scores for back office and advertising take a nosedive; credit unions take the biggest fall
Advisors, executives differ about the usefulness of giving clients accessibility
Advisors say they want branch managers who will promote business development and the firm’s image
Many have put retirement out of mind; others don’t know if their firms have succession plans available