| Abstrakt: |
A new survey of advisors finds that an overwhelming majority of them understand the importance of front and back office operations, yet few are happy with their current operations (a full analysis can be downloaded here). In fact, 91 percent of advisors agree that back office operations are important or very important to their firm’s success, according to the new survey by leading open-architecture TAMP provider FTJ FundChoice and WealthManagement.com. While advisors widely recognize the importance of operations, nearly 40 percent report having no involvement in their firm’s front and back office decisions. Furthermore, only 24 percent of advisors report being very satisfied with their firm’s front or back office operations. [ABSTRACT FROM PUBLISHER] |
