2.0
27 Nov 2019
Current employee, more than 5 years
Recommend
CEO approval
Business outlook
Pros
The company has great clients and plenty to work with, almost too many. Unique investment products and a leader in lifetime income.
Cons
Lack of investment in technology and integrated systems, siloed company. Leadership focused on micromanaging the activities of advisory teams to the point it is overbearing. There is little support for ease of doing business, so much so that company gets in its own way. New leadership is focused on cost cutting and eliminating parts of the business which is a cause for concern.