Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019
Advisors sound off on where the investment industry is succeeding and where it’s falling short, and why they would — or wouldn’t — recommend their firms to other advisors.
October 10, 2019Firms across the industry enjoyed a solid year of growth (story includes main chart)
The average advisor was younger, with slightly fewer years in the industry and at their firm
The performance rating of the category increased, but a satisfaction gap remains
Which credentials advisors are seeking and why
Over the past decade, female advisors have shared their experiences
From the continued weight of compliance to market fears, there are multiple hurdles to overcome
Advisors are concerned about account size trends
Findings from the 2022 Report Card series showed advisors continue to highly value business freedom as well as strong leadership from their firms
Canada’s insurance advisors are demanding more from their firms and leadership teams
While certain ratings remained flat year over year, branch-based advisors weren't shy about expressing their concerns
Whether advisors in the dealer space are talking about choosing products or business tools, the flexibility offered by their firms often is the key to…