From ThinkAdvisor
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Summary:Schwab Independent Branch Services released its first Examining the Mindset of U.S. Financial Professionals survey, which finds that client-facing financial professionals care deeply about their work and are pleased with their jobs, yet 76% say they have experienced obstacles that have limited their success, citing lack of support and limited autonomy.
From WealthManagement.com
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Summary: Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
From RIA Match
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Summary: The full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization. The assessments can improve your interactions with the people around you, and allow you to maximize your skills of communicating, decision making, and getting to agreement with others. The report will also help you understand how other people may be perceiving you.
From InvestmentNews
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Summary: Before starting a job as a financial planning associate last month, Alesstrah Love, 27, worked as a scientist for a pharmaceutical company. She ran tests on new drugs in a laboratory, but found that the work didn't fit her personality.
From ThinkAdvisor
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Summary: It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study. With that in mind, OppenheimerFunds commissioned a two-year study, The Generations Project, to get a closer look at the differences between generations, in knowledge, investment product choices and what they expect from investment advisors. The results were released in mid-June.
