Vantaggi
There's a real kindness to the culture here. Teams are highly supportive of each other and executives are very approachable. I've worked in a lot of financial services organizations and I can say that's a rare quality. One thing that's very important, especially in an industry that's been rocked with scandal, is the emphasis on doing things the right way for the investor, our advisors and our team mates. Our new CEO has brought a lot of energy and focus on innovation and it feels like we're on the right path.
Svantaggi
There's been a lot of change over the last few years. We're still in the midst of more transformation and that's put a stress on the culture. The good news is that the change now is about creating new products and tools for our advisors - all positive things - but it is still change.