4.0
Sep 27, 2018
Anonymous employee
Current employee
Recommend
CEO approval
Business Outlook
Pros
Very innovative company. Tech-Savvy. Lots of events for advisors to go to
Cons
Back office is a mess. Compliance is hard to deal with. Lots of fees.
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Users say... "Good benefits and personal development resources" "Great People to work with and for" "The culture is great though at times chaotic" "Good growth potential and work/life balance" "Great team atmosphere and coworkers"
Users say... "Low pay and failure to reward performance" "Poor management team that micro manages to much." "Senior leadership more interested in self glorification." "Some managers have no experience" "No training material is provided for new hires that are in supporting roles."