Matt started as a research analyst with InvestmentNews in 2013 and was Senior Manager, Research & Data by 2019, before he left us to join Met Life as Director, Marketing Insights, Retirement & Income Solutions. Connect with him at LinkedIn.
Their main goal, according to early returns from our new survey, is now to improve their digital touch points with clients.
More firms will place an emphasis on creative – and strategic – changes to their overall fee structure and philosophy.
Each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.
And other reasons it's harder to land on a Best Places to Work list the larger a firm gets.
Which employees find clearer opportunities for advancement?
Those who take the survey will get a free copy of the benchmarking study as well as other perks.
The increasing use of asset-based fees has solidified the relationship between advisory firms' fortunes and financial markets.
Some hopeful signs, but a lack of clear career paths is hurting progress toward adding women.
New data show firms are bringing up employee advisers like never before.
For some firms, there is good cause to adopt a robo-advice offering.
