Pros
Reputable firm. Leader in the MF industry. Very conservative business platform and compliance/HR department that constantly modifies policies and procedures in order to avoid heavy risks and excessive business expenses. The company has very driven and intelligent individuals that strongly believe in a team oriented work environment. The branch work environment is much different than the phone sites where customer service is provided to branch representatives and clients. Business processes are heavily outsourced by department functions and organized according to a customer service phone tree. Overall, the only improvement to be made is in the compensation area and the technical development available to the representatives working at the branches.
Cons
Business platform is too large and departments are outsourced; created as phone sites versus subject matter support staff to advisors. Financial advisors are too reliant on software and not enough technical (financial) development is promoted by the company in certain areas.