Advisor loyalty to investment firms is declining

Independent advisors are more satisfied with investment firms than employee advisors--here's why.

By Marlene Y. Satter | Updated on July 02, 2015

Advisors are becoming disenchanted with their investment firms, for two reasons: one is money and the other is confidence.

So says the J. D. Power 2015 U.S. Financial Advisor Satisfaction Study, which looked at both employee advisors—those working for their investment firms—and independent advisors. And independent advisor satisfaction levels scored higher than those of employees.

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Self-funded healthcare is a health plan strategy that offers a number of advantages to employers over fully insured health plans, including new opportunities for cost containment, increased transparency, greater flexibility and more control over health plan design--all of which are reviewed in this guide.

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