From InvestmentNews
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Summary: Winners of the inaugural Best Places to Work for Financial Advisers discussed their challenges and secrets to success in a workshop preceding the InvestmentNews awards lunch on Tuesday in Chicago, where the top 50 best places to work were recognized for their outstanding dedication to employees.
From ThinkAdvisor
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Summary: North American financial advisors had a very good year in 2017, enjoying record levels of assets under management and revenue production, deepening their client relationships and accelerating the shift toward asset-based fees.
From InvestmentNews
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
From InvestmentNews
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Summary:Below are seven statements from our "Best Places to Work for Financial Advisers" employee engagement survey where staff at small independent advisory firms (15-29 headcount) were more likely to agree, rating their organization more positively, than staff at larger firms (50+ headcount). Agreement rates are high overall — these are winning firms, after all — but variances, even at such lofty levels of positive perception, can point to winning advantages for firms in growth mode.
From InvestmentNews
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Summary: The Best Places to Work for Financial Advisers program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the best possible investment and financial planning advice. InvestmentNews recognized 50 companies in 2018 as deserving of this honor, highlighting outstanding human resources practices and policies. View the complete list of firms.
