Advisors: Room To Improve Materials from Providers

November 18, 2015 by Cyril Tuohy

Many financial advisors are only “modestly satisfied” with materials furnished by broker-dealers, asset managers and insurance carriers, according to a consultant’s report.

There’s room for improvement when it comes to the resources’ usability, comprehension, timeliness and objectivity, the report found.

Demand for unvarnished materials is also expected to increase as advisors stretch their acumen in an attempt to generate more yield out of portfolios dampened by the extended low interest rate environment, the report concluded. Click HERE to view article

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Originally Posted at InsuranceNewsNet on November 17, 2015 by Cyril Tuohy.