Advisors across all channels of the financial services sector are adamant that their firms are providing independence, a positive work environment and stability. Yet, these firms need to improve their technology, advertising and compensation
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
Advisors rate their firms strongly for their approach to diversity and inclusion - and they also believe it's more important
Advisors have long complained about their client account statements. But a push to provide clients with comprehensive electronic statements, combined with regulatory changes requiring more information, could be the panacea
Investment dealers and their advisors have embraced discretionary portfolio management en masse