Subscribe

Advisers to focus on staying home in 2022

advisers

Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.

This article is one in a series of outlooks for 2022 by the InvestmentNews team.

The fight for — and over — financial advisers in 2022 will be vicious and costly.

Financial advisers are going to want to continue to work from home, while many large firms will want them and their assistants

Subscribe or log in to read the rest of this content.

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Finra dings small Calif. B-D over Reg BI, missing red flags

'Our department’s Reg BI-related disciplinary actions have been increasing,' noted a senior Finra executive.

B. Riley bouncing back after tough winter

'The wealth managers have been unbelievably supportive through all of this,' said Bryant Riley, the firm's chair and co-CEO.

Finra targets broker over WhatsApp misuse

The use of unmonitored messaging apps by financial advisors has been on the rise in the wake of the Covid-19 pandemic.

Veteran leader Desiree Sii departs Osaic

'Does Osaic really need these redundancies in management,' asked one industry executive.

Cambridge’s new RIA sets floor to make a deal

'The advisor wants to get out of the business at 65 or 70 but clients will live to be around till 90,' says one banker.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print