3.0
May 16, 2016
Recommend
CEO approval
Business Outlook
Pros
Good product shelf including traditional investments, hedge funds and private equity and management that understands the needs of financial advisors. More emphasis being placed on financial planning and wealth management.
Cons
New high deductible health care plan has increased cost of basic health coverage for all employees. Basic premiums have stayed the same but out of pocket expenses have increased significantly.
