2.0
Jun 26, 2015
Current employee, more than 3 years
Philadelphia, PA
Recommend
CEO approval
Business Outlook
Pros
Great CEO, and decent people overall. Company is stable with strong family backing. Great job, as it's easy to coast and make good money with great benefits.
Cons
Technology is woefully inadequate. Older, entrenched work force prevents any amount of real change. Company will struggle to compete in the future, as they are already far behind, with no immediate plan to change. High turnover in the coming years will produce even more of a challenge, as many younger employees will search for more innovative organizations. Make no mistake, this is a pure investment company, transitioning away from their founding of wealth advisory.