3.0
18 June 2016
Current employee, more than 3 years
Recommend
CEO approval
Business outlook
Pros
Client first and low cost with a focus on planning. Compensation is better than other similar firms to help you deal with the frustrations/cons of working at such a slow bureaucratic firms. Easily the best clients I have ever worked with compared to working at previous firms.
Cons
Antiquated multiple legacy platforms, service center with ZERO accountability, too many tenured employees, reluctant to change or adapt. WMA's treated as the go to for all communication, service, retention. Constantly over promise and under deliver to institutions and individuals. They throw manpower at problems and have NO scale or efficiency to address issues.