Satisfaction among advisors working under an employee model is on the rise, while independent advisor satisfaction dropped in the past year, according to the newest annual survey of advisor moods by J ...
Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.
Money talks, but it isn't everything to advisors, who industry-wide have reported a sizable lack of engagement with their jobs in recent months, according to business research and consulting firm J.D.
WALTHAM, Mass.--(BUSINESS WIRE)--Propelled by the firm’s continued commitment to supporting its advisors’ evolving needs, Commonwealth Financial Network® ranks “#1 in Independent Advisor Satisfaction ...
Despite a decade of firms investing in technology to automate back-office busy work, many financial advisors feel as if they still don’t have enough time to spend with clients. In a survey of 4,183 ...
U.S. financial advisors on average are 56 years old, and 20% or respondents said they are five years or less away from retirement. In addition, 30% of employee advisors and 28% of independent ones ...
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