Products and services for wealthy clients could be bolstered
How investment advisors rated their firms
The average advisor saw higher AUM and productivity, and more client households
Whether or not a firm will thrive or dive depends on whether executives act on advisor feedback
Clarity from firms on available options may be the key to change
Advisors aren't prioritizing online tools as much as firms may think
As investor needs shift, advisors are embracing a comprehensive look at their clients' finances
Advisors also shared how firms could help further
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage