Displaying 22 results
The next big challenge advisors face
'This war of human capital isn't going to get better, it's going to get worse in my opinion,' RIA exec says.
RIAs are hiring, but most are also investing in existing staff, Schwab finds
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
Bitwise to double staff after $70 million funding
Bitwise CEO Hunter Horsley said the firm is prioritizing hiring to provide client service, education and analyst relationships to advisers.
Wealth management needs more female advisers
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
Trends in high-performing financial adviser teams
“Mega teams” with the scale to grow, greater diversity, sophisticated tools and the flexibility to adapt to any environment will lead the way.
UBS considers workplace changes in U.S.
In response to employee feedback, the bank is seeking to improve engagement in underrepresented communities and considering allowing employees greater flexibility to work remotely.
Buckingham’s Hartman on pros and cons of remote work
The president of the $16 billion RIA told attendees at the InvestmentNews Women Adviser Summit that that it's too early to guess when things will get back to normal.
Demand for RIA talent drives compensation higher: Schwab
Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.
iCapital Foundation, CAIA Association launch education program
AltsEdge will provide 10 modules to help advisers understand and use alternative investments.
Sweet spot: How the RIA model helps serve clients
RIAs are gaining market share because the RIA model allows firms to embrace the strategies necessary to serve clients.
3 pandemic trends we should hold onto
The technology adoption and rewriting of work rules and expectations that's now occurring, if properly navigated and implemented, can help firms gain a competitive advantage.
Firms with minority managers more likely to have diverse clients
A survey of advisers found that those at firms with racial and ethnic minorities employed in management roles were more likely to say that their firms were inclusive and that they were comfortable broaching diversity issues with senior leaders.
5 silver linings to be thankful for in 2020
It's been a tough year, but here are some things we can all be grateful for
3 hires that help RIA firms enter the elite
The 2020 Elite RIA Study sheds light on the staff structures that allow top firms to be more productive
Robert Coppola joins Envestnet as chief technology officer
The former Cision CIO wil succeeds company veteran Scott Grinis, who will retire in 2021
Schwab to lay off 1,000 employees after TD acquisition
The announcement follows recent executive and senior-level departures, including former TD Ameritrade president Tom Nally
Securities America loses top executive to Carson Group
The departure of Kevin Miller, formerly executive vice president, adds to a growing list of high-level employees to leave the firm in recent months
Wells Fargo cuts ‘sizable group’ of advisers after profits slump
The bank reported a year-over-year decline of 815 advisers, according to its earnings report released Wednesday morning
Goldman Sachs names new heads of global M&A
Although deal activity has crept up since July, volumes are down almost 40% globally so far this year
Raymond James cutting 500 jobs
The layoffs focus on support staff and will not include financial advisers among the cuts
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