From Financial Planning
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Summary: Financial advisor Nina O’Neal was tired of being “talked at” during industry conferences. What’s more, she was frustrated there were few, if any, planner-led resources for women advisors. So she took matters into her own hands.
From Think Advisor
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Summary: Employee happiness and motivation are not driven by compensation but by advancement, respect and trust, as I explained in a recent blog. As is often the case when I voice this belief, I got a flood of emails telling me I’m wrong.
From WealthManagement.com
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Summary: Firms interested in attracting and retaining young talent may want to reconsider the basics of health, dental, vision and retirement benefits. Adding student loan repayment options to employee benefits can be a significant draw for new-to-the-industry advisors, and with new tools and stats backing up their attractiveness, there are fewer reasons not to at least consider adding this perk.
From InvestmentNews
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Summary: For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.profession.
From InvestmentNews
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Summary: InvestmentNews' new series on advisers' succession planning experiences has been well received by business owners struggling with the process — or even getting motivated to start the process.
