0 visitor like this article | Viewed 3051 times | 0 comment
Summary: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.
0 visitor like this article | Viewed 3096 times | 0 comment
Summary: Wealth management has changed tremendously over the past 10 years. Its evolution is something new entrants should understand as they decide which parts of the wealth management industry they might like to join. This is true regardless if you are entering the job market for the first time or if you are coming in from another industry.
0 visitor like this article | Viewed 3395 times | 0 comment
Summary: With so much turbulence lately in the brokerage industry, many advisors may be thinking about their next move, including a switch to independence. Still, advisers who have spent their careers with a wirehouse or regional broker-dealer may wonder if the perceived risks outweigh the potential upside.
0 visitor like this article | Viewed 2930 times | 0 comment
Summary: Sometimes, when it comes to your own career path, the traditional route is not the optimal one. I had a lot of experience but not much formal education when I joined my current firm, Simply Money, in 2005, as assistant to the CEO.
1 visitor like this article | Viewed 3176 times | 0 comment
Summary: Advisers have fewer challenges and are finding greater success switching firms and going independent, according to a recent industry study.
