Displaying 16 results
Advisers struggle with data security — and worry about the consequences
The majority of global financial service institutions are facing serious issues related to securing their stored data, according to a recent survey by data storage company Continuity.
Big brokerages gearing up for return to the office
For firms like Morgan Stanley and Raymond James, welcoming employees back to the office, after more than a year of remote work, will require flexibility and an open mind.
Reflecting on a year dominated by Covid-19
The challenge with reflecting on what’s happened is that it is all so intensely personal, yet it has hit every person.
‘What else am I going to do?’ How COVID-19 is sending many retirees back to work
The new world of working from the comfort of home has made employment a touch more tolerable, leading many to stay in their current jobs indefinitely, or accept new offers for part-time or temporary work.
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.
New year, new you: Prospecting in the virtual world
The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.
Work-life balance is harder for women in the pandemic
According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago
Zoomed-out advisers are returning to the office
For some, the upside of in-person meetings and camaraderie outweigh the risks of COVID-19
Lessons from 2020: New InvestmentNews surveys
InvestmentNews will introduce a series of short polls to gather adviser learnings and sentiments around 2020
Inside JPMorgan’s strategy to hire hundreds of remote advisers
Since the onset of COVID-19, investors have become increasingly comfortable receiving advice through videoconference or phone calls
LPL Financial taps Slack for adviser communications
The partnership builds on the broker-dealer's goal to transform its legacy technology into modern tools for advisers
Pandemic behind 401(k) sales slump, client retention bump
Plan sponsors were slow to change record keepers during the second quarter and some even waived fees, according to Principal Financial Group
Merrill Lynch launches Personal Wealth Analysis for advisers
The wirehouse integrated its legacy planning and portfolio analysis tools into a redesigned interface for advisers
Face-to-face fades away
The shift to virtual may have been messy, but new ways of working and communicating have become the norm
Morgan Stanley’s Gorman sees more remote work in future
Will large firms look to cut real estate costs now that the pandemic has proved the viability of working from home?
Financial planning evolves beyond investments in a COVID-19 world
From working remotely to minding mental wellness, advisers adapt to the new normal
