As the registered investment advisory business matures, it’s clear we need to focus on a new generation prepared to continue the work of today’s advisers. This whitepaper focuses on developing NextGen talent, creating career paths for growth, and encouraging their success. It identifies areas of short- and long-term opportunities for both advisory firms and the NextGen advisers — and provides an actionable set of steps to develop the right talent and to structure the right roles for their future success.
White Paperswhite paper
Why and How to Develop NextGen Talent: An Adviser’s Guide
May 31, 20172017-05-31
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