Home Jeff Wimbush

Advisors of all stripes say that even though their firms are open to receiving advisors' feedback, their suggestions are seldom put into place - nor do most firms follow up on or respond to these recommendations

  • August 22, 2013 September 8, 2019
  • 23:00

Advisors had concerns relating to staffing and little variety or customizability in marketing materials

  • July 25, 2013 September 8, 2019
  • 23:00

Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff

  • June 20, 2013 September 8, 2019
  • 23:00

Firms are doing little to help their advisors access social media beyond basic compliance support

  • May 24, 2013 September 13, 2019
  • 12:00

Three of the four regulators in the Report Card have seen their ratings drop, and those surveyed are unafraid to say why

  • March 31, 2013 September 11, 2019
  • 14:30