Firm cares about Institutional Clients (schools) more than Individual Clients (retail)
Pros
Quiet quitting central if you are one to do so. Great benefits and able to leave early each day unless you want to outperform. Compensation is middle of the road for w2 advisor. No equity or ownership available which is important to high producing advisors. CEO T seems to be making positive changes where she can.
Cons
No growth as an advisor. They have created a perceived career path, but it never pans out since they change compensation each year. There is no true integration of financial planning. It's basically running a high-level retirement model and selling clients on consolidating/managed assets. Asset gathering is the name of the game and there is no accountability for providing solid financial advice. The institutional side is main priority. Winning big retirement plans is top of mind.