From Financial Planning
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Summary: Compensation makes up the single largest cost for RIAs, according Schwab’s most-recent RIA Benchmarking Study, yet many firms do not have a well-defined incentive package in place to reward and retain talent.
From IRIS
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Summary: We’re rapidly approaching the end of the year and you’re all starting to realize you still have a great deal of work to be done! But, let me ask you: Does all of it have to be done?
From InvestmentNews
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Summary: As I reflect on my path, and that of other women on Wall Street, I have seen the good and bad. I am frustrated by the lack of progress in some areas, but encouraged by my peers, who have attained positions they would not have had when I started, or even 10 years ago. I have enormous respect for those women, because they had to succeed in a corporate atmosphere where merit can be less important than politics. In watching them, as well as reflecting on my own success, I have learned invaluable lessons.
From Harvard Buisness Review
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Summary: All CEOs will inevitably leave office, yet research has long shown that most organizations are ill-prepared to replace them. In this article, we review the most salient studies of succession planning and offer context from experts on the process of picking new leaders for organizations.
From LinkedIn Pulse
Added on November 2016 in Form an RIA
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Summary: Looking to free themselves from limitations they are feeling in the wirehouse world, advisors will typically embark upon an exploration of the independent space since it allows for the highest level of freedom and flexibility.
