4.0
Aug 2, 2020
Recommend
CEO approval
Business Outlook
Pros
Culture, focus on diversity and inclusion, structured processes, in depth and very well outlined policies with clearly defined roles and responsibilities.
Cons
In the name of cost cutting/savings, more workload is added to the advisors without taking into consideration overall workload of advisors. Due to very structured systems, additional menial/administrative tasks become part of the advisors job scope.