1 visitor like this article | Viewed 3141 times | 0 comment
Summary: Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.
1 visitor like this article | Viewed 2873 times | 0 comment
Summary: Despite the past two decades of employer efforts to improve gender diversity and equality in the workplace, women remain underrepresented at most levels in the workforce and are not progressing in their careers.
1 visitor like this article | Viewed 3259 times | 0 comment
Summary: Teaming up with a younger partner is often a smart move for a financial adviser. Sometimes it’s the only move. Barry Krane found himself feeling that way when one of his six children was diagnosed five years ago with Ewing’s Sarcoma, a rare bone cancer.
1 visitor like this article | Viewed 3450 times | 0 comment
Summary: For years now, it’s been getting more difficult and expensive to find and train good advisor professionals. At our firm, we see this as a consequence of an industry growing up — as the industry matures, it becomes more challenging to find, train and retain the right people
1 visitor like this article | Viewed 3364 times | 0 comment
Summary: About half of RIAs have a succession plan in place that outlines who will take over the firm. Moreover, of those firms who have procedures in place, 37 reported said their successors are “extremely prepared” to take the reins and lead the company into the future, according to latest Independent Advisor Outlook Study, released Wednesday by Charles Schwab at its annual IMPACT conference in Denver.
