Displaying 36 results
Financial services leaders would rather quit than return to the office
Working from home is deeply entrenched in the psyche of many leaders and firms should take note, Deloitte says.
Morgan Stanley sets 90-day limit on working from home
Firms have made plans to return employees and advisers to offices in the past but have scuttled those due to flare-ups of the pandemic.
Two years later, financial services firms still searching for balance on remote work
Some of the biggest brands in wealth management are trying to figure out what normal looks like, and how and whether it makes sense to bring employees back to the office.
Brokerages want remote office inspections to be part of new normal
Firms say technological advances allow them to oversee reps no matter where they work. A compliance expert cautions that the best evidence of malfeasance is found on site.
Goldman backtracks on return-to-office as omicron surges
Other banks that have revised their staffing strategies and eased off mandates to return to the office amid the jump in infections include JPMorgan, Citibank, Bank of America and Jefferies.
Wealth management platforms as collaboration tools
The pandemic has sparked growth in collaboration tools, but for financial services firms, an enterprise-focused wealth management platform is an equally important part of solving the collaboration puzzle.
The challenges of remote work will only grow
The long-term implications of an advice industry in which much of the workforce is remote are only starting to be felt.
Keeping on top of compliance amid remote work
Many view firms' archiving and capture responsibilities as a costly and time-consuming burden, even though the possibilities provided by this treasure trove of information are massive.
Pandemic side effect: Rampant burnout
People are overworked, and burnout is causing 'brain fog,' exhaustion, cynicism and other issues, Jennifer Moss said at Schwab Impact.
Finra extends brokerage office remote inspections into 2022
The rule change is effective immediately and will become operative on Jan. 1, if the Securities and Exchange Commission does not object.
Remote work could be Covid-19’s lasting impact on wealth management
Productivity doesn't have to suffer when employees are not directly under the manager's thumb, according to recent research by the consulting firm DeVoe & Co.
Wells Fargo says return to office will look ‘mostly’ like pre-Covid
The bank, with almost 260,000 employees, will start calling workers back to the office on Sept. 7, a process that will continue through October, according to an internal memo.
Citigroup says flexible work gives it edge over rivals
The bank's employees will have the option of working from home at least part time, an executive said, setting it apart from others who are taking a more hard-line approach, like JPMorgan and Goldman Sachs.
The future, as elite retirement plan advisers see it
The Retirement Research Center recently surveyed elite RPAs, half of whom had more than $300 million in DC assets under advisement.
JPMorgan reopens offices across the U.S.
Its plan to bring employees back to the office will probably be watched closely by major financial firms, which may adjust their plans depending on how it goes.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Stifel CEO says life after Covid means return to the office
CEO Ron Kruszewski cited benefits related to training, collaboration and the reinforcement of the firm's culture in his annual letter to shareholders.
What the pandemic taught us about helping clients navigate shocks
A recent academic paper argues that large shocks like the pandemic undermine feelings of financial security. This raises the question of what financial planners can learn from the pandemic to help their clients better prepare for the next shock.
Fidelity plans to hire 4,000, including 1,000 licensed reps
The giant asset manager also intends to add technology workers at operations centers.
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