Results for "staffing / personnel"

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Hiring an intern can be a win-win

July 21, 2013

One of my first jobs in human resources was managing a college summer internship program. The main goal was to hire the interns as full-time employees upon graduation. College internship programs are still one of the most cost-effective methods...

Northstar Wealth Partners lands team managing $860M

July 19, 2013

Northstar Wealth Partners, the largest supervisory office of LPL Financial LLC in Connecticut, has landed a team with $860 million in assets. The new team, headed by Tyler W. Potts and J. Addison McAraw, will double Northstar's assets to nearly...

Raymond James snags four industry bigs in RIA push

July 17, 2013

Raymond James is ramping up its small RIA custody unit. The firm plans a media campaign beginning in September to get the word out about its custody service as well as options for hybrid advisers. In addition, the firm announced today the hiring...

Build career expectations into recruitment

July 10, 2013

Many resources are needed to run a practice successfully in today's stringent regulatory and competitive environment, yet all resources place demands on capital. Firms must face these challenges with capital of a different sort: human capital....

3 potential career paths await your next hire

July 10, 2013

Consultant Angie Herbers says not all financial advisers need to worry about setting up career paths for young recruits — only those who want to expand their businesses. Ms. Herbers, an expert in human resources for advisory firms, outlines...

Someday, there won't be enough advisers

July 10, 2013

The industry is aging. The average adviser is in his or her 50s, and 25% of advisers will retire in the next decade. The “readiness gap” — the difference in experience between founding principals and their successors, if any — averages...

Career pathing: Developing NextGen advisers

July 10, 2013

The need for new talent in the financial advice industry has been well-documented in recent years. A number of advisers, broker-dealers, custodians and clearing firms now have invested in raising awareness around the profession of financial...

Health of stock market, Wall Street keeping advisers at their firms

July 1, 2013

The number of financial advisers leaving one firm to join another dropped more than 25% during the first half of the year, reflecting advisers' optimism in the state of the U.S. stock market and in the overall health of Wall Street. Through...

Cetera finds replacement for Grist

June 27, 2013

Cetera Financial Group on Thursday announced the hiring of Steve Dunlap as executive vice president for wealth management. He will replace Barnaby Grist, who said in March he planned to leave for personal reasons. Mr. Dunlap joins Cetera from...

Millennials want mentoring, expert says

June 23, 2013

Mentoring is crucial to high-performing Millennials, and advisory firms should be getting involved in helping with these relationships. But that doesn't mean crafting a formal program, according to one workplace expert. The idea of mentoring...

Sentinel Asset Management seeks new CEO

June 20, 2013

Sentinel Asset Management Inc. is searching for a new chief executive. National Life Group, the parent company of the asset manager, said that Christian Thwaites has stepped down as CEO to pursue other opportunities. He joined the company in...

Recruiter says women part of the reason for low numbers of female advisers

June 19, 2013

Women are partly to blame for the shortage of female financial advisers, a top recruiter said yesterday. More often than men, women self-select out of senior leadership roles because they seek a work-life balance that they don't believe they...

The Takeaway: So your client just won the lottery ...

June 7, 2013

Portfolio Carl Richards on how to avoid the easy trap of buying high.  (Bucks) Chris Burba: Sorry, Bad News is not Good News.  (miAnalysis) Is Google the GE of the 21st Century?  (Financial Times) The most heavily-shorted names going into...

MetLife adviser ranks thinning out fast after cuts

May 31, 2013

MetLife Inc. is making good on its plans to ratchet down sales of variable annuities and universal life insurance with secondary guarantees in the U.S. and dramatically reduce head count in its adviser force. Over the past year, the company...

Brokers, advisers facing uphill battle in finding new recruits

May 10, 2013

With the decline in the ranks of financial advisers showing no signs of abating, large broker-dealers and individual investment advisers are faced with the stark challenge of figuring out how to bring fresh blood into the investment advice business....

Adviser numbers will continue to slide: Cerulli

May 7, 2013

The decline in the ranks of financial advisers shows no signs of abating, as too few recruits are joining the industry. The number of financial advisers in the United States fell by 1.3% — or approximately 4,000, in 2011, and will decline...

Hurdles to growth

May 5, 2013

A new survey of college-educated women found a variety of reasons why more are not interested in becoming financial advisers. The survey — commissioned by the Insured Retirement Institute and detailed in a report released today — found that...

Making their way in a man's world

May 5, 2013

Demand for female financial advisers is strong, but the job's attraction undeniably is weak. “There is a very high demand for female advisers because a lot of female clients want to work with female financial advisers and feel more comfortable...

UBS elevates Mathews to oversee ultra high-net-worth business

May 3, 2013

UBS Wealth Management Americas has promoted John Mathews to head of private wealth management, overseeing the firm's ultrahigh-net-worth business. Previously, he was regional director for the Southeast region, which was named region of the year...

More positions to choose from — and fill — in the modern advisory firm

April 17, 2013

The direction of the still-new industry of holistic financial advice is pointed toward growth and maturation. The financial planning firm of today is a sophisticated business. While entry into the industry may not be as easy as in the past because...

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