New Survey Finds Majority of Advisors Unhappy with Their Firm’s Front and Back Office
Summary
“It’s clear that advisors, whether at a large wirehouse or running their own practice, are keenly aware of how critical front and back office operations are to the client experience. In fact, the survey finds that advisors rank cost as their least important concern when planning their back office, behind meeting compliance requirements, efficiency and ease of use. The objective was to investigate how these professionals participated in their firms’ decisions about front and back offices, as well as the challenges they face in building these areas of their practices. From their responses, it becomes clear that advisors would benefit from taking a more active approach to building stronger, more durable front and back office operations. Founded in 2001, FTJ FundChoice, LLC, is an SEC Registered Investment Advisor headquartered in Hebron, Kentucky, with over $10 billion in assets under administration.
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