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Knowledge and Insight > Plan for the Future
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Investment Advisers Seek Talent Amid Staff Shortage

Alex Ortolani | Plan Advisor, January 2023
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Summary: Advisers are seeking to expand their employee base’s skill set and meet capacity needs. Of nearly 1,000 respondents surveyed by Schwab in the third quarter, recruiting among RIAs rose to the No. 1 strategic priority for the first time since the study was started in 2006. The demand is being driven by strong growth for financial advice and wealth management, according to Lisa Salvi, managing director of adviser services at Charles Schwab

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