Results for "staffing / personnel"

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New CEO of InvestmentNews announced

July 18, 2019

Christine Shaw has been named chief executive of InvestmentNews, the leading source of news, analysis and information for the financial advisory community. She succeeds Suzanne Siracuse, who announced her resignation earlier this week. Ms. Shaw...

Carson Group names leaders for adviser and consumer operations

July 17, 2019

The Carson Group has elevated two executives to serve as co-presidents, with one heading the firm's adviser-oriented efforts and the other its consumer-oriented business. (More:​ InvestmentNews 40 Under 40 2019: Aaron Schaben) Aaron Schaben,...

InvestmentNews CEO and publisher Suzanne Siracuse resigns

July 16, 2019

Suzanne Siracuse, the CEO and publisher of InvestmentNews, announced her resignation, effective Aug. 16. Ms. Siracuse helped launch InvestmentNews, the leading source of news, analysis and information to the financial advisory community, in...

Ariel Investments promotes Mellody Hobson to co-CEO

July 11, 2019

Ariel Investments, the nation's largest African-American-owned asset management firm, has expanded the role of company president Mellody Hobson by promoting her to co-chief executive officer. The $13 billion Chicago-based money manager, which...

Build wealth by investing in your advisory business

July 9, 2019

Most financial advisers do a poor job with their own financial planning. You'd think that financial advisers who spend their careers advising clients would wise up and learn that one of the best ways to build real wealth is to create a great...

6 best practices for running your firm

July 2, 2019

In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy...

Reflections on pride

June 27, 2019

Participating in BNY Mellon's WorldPride 2019: Leading the Way for Equality event, we addressed the importance of symbols like the Stonewall Inn, where the LGBT movement began a half-century ago. Then there's the Amsterdam Dress, which was displayed...

Increase diversity or die, Pershing CEO Tibergien tells RIAs

June 27, 2019

For Mark Tibergien, CEO at BNY Mellon's Pershing, making the financial advice industry a more diverse and inclusive place isn't just the right thing to do — it's imperative for the survival of the business. People have been talking about the...

Senate confirms Allison Lee to SEC

June 20, 2019

The U.S. Senate voted Thursday to confirm Allison Lee to serve as a Securities and Exchange commissioner, bringing the markets regulator back to full strength. By a voice vote, the Senate confirmed Ms. Lee to the post, where she will fill a...

The truth about family office jobs

June 12, 2019

Family offices are on the hunt for talent. Yet attracting financial hotshots to C-level positions at wealthy families' investment offices is tricky work, mostly because not everyone is prepared for the culture change. Working directly for some...

It takes a village: The value of collaborative adviser communities

June 7, 2019

As demographic trends shift and a decade-long bull market accelerates investor wealth, financial advisers are faced with increasing pressure to address the changing needs of their clients. The last 10 years have generated more wealth among investors...

The power of culture

June 6, 2019

Culture — it's that squishy, fuzzy thing we hear about. It's hard to define, but we know it when we feel it. Generally, an office's culture is pretty evident within minutes of entering the space. But is yours happening by accident or are you...

Legg Mason cuts 12% of staff in revamp as investor Peltz joins board

May 24, 2019

Legg Mason Inc. is cutting 120 people, or about 12% of its staff, and streamlining its executive committee just days after adding investor Nelson Peltz to its board. The cost-cutting steps are "critical to our ongoing growth," Joseph Sullivan,...

Why our firm hired a data geek instead of another financial adviser

May 21, 2019

Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute. In my nearly 20 years of working...

Building a "fortress P&L" that can get firms through a market downturn

May 16, 2019

After a long period of market growth, are advisory firms protected if the market were suddenly to go through another downturn? How can you tell if your firm is one that could be in trouble? What do you need to do to turn your firm's P&L into...

The burnout epidemic and what advisers can do to combat it ​

May 14, 2019

There's plenty to keep advisers up at night: fluctuating markets, discussions of Social Security shortfalls, health care constantly under pressure, the ever-evolving standard of client expectations and the changing face of the business itself....

Financial firms must attract millennial advisers to serve new generation of clients

May 13, 2019

Millennials may not earn as much as their parents, but they are expected to receive an influx of wealth as baby boomers begin to transfer their assets. In fact, over the next 30 to 40 years, millennials in North America will inherit more than...

Softer side of wealth management will prevail in the future

May 9, 2019

The future of financial planning is leaning toward the softer side of wealth management, according to a panel of industry executives speaking Thursday at the Carson Excell conference in Chicago. "The kinds of people who are great at developing...

Lisa Dolly steps down as Pershing CEO

May 8, 2019

Lisa Dolly will step down from her position as CEO of BNY Mellon Pershing on July 1. The company's current COO, James Crowley, will succeed her as chief executive. Ms. Dolly joined Pershing right out of college in 1988 and was named CEO in 2016....

Raising the bar on happiness at work

May 7, 2019

Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be...

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