Advancement is gone. No one knows what is going on. All the talented people are leaving to go be actual planner and current planners are jumping off to other firms to be actually paid for the work they do.
Company has no direction any more.
Upper management is clueless. We have issues with advisers giving fraudulent advice but no actions are being taken. There is an inherent conflict of interest despite fiduciary status.
Goal is to get people to planners weather or no it makes sense.
They put the standards intentionally unrealistically high so keep from paying the highest bonus payout. People who bring in the most money are not compensated.
It's not the same company anymore. Don't know why they even keep the name. In less than three years it went from one of the best companies in the industry to a joke.
