1) Remote access - you can not "power up" your office PC remotely to connect. You need to be powered up and then you can connect. Unusual in that it requires you to leave your PC powered on when you leave the office. I'm told that the firm is in the process of eliminating remote access capability altogether.2) Branch Managers are calling the top 100 clients in every region. They have a 2 page survey to complete - big font - not a lot of questions. But one was "who do you consider to be your primary advisor"One other issue i can disclose, but it makes me wonder if someone is doing some pre-sale due diligence. God i hope so. As long as it isn't Ameriprise i hope so.