Vantaggi
Distinguished organization with strong brand. Strong analytical support including help desks for all topics. Flexible platforms allow for customized investment strategies. Focused on comprehensive financial planning and tools are satisfactory. Compensation package is attractive. Very entrepreneurial environment which works for more established FA's.
Svantaggi
Very big and too much information to navigate. Too many platforms for advisors to choose from, each with a different fee schedule. Lately, issues with financial stability affects prospect perception. Employee cuts may affect customer service. Not much support for newer FA's. Throw you out there and figure it out on your own. No marketing budget so you have to spend a lot of money to make money. A lot of focus on cold calling rather than other marketing strategies.