From InvestmentNews
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Summary: VIDEO: Neesha Hathi of Charles Schwab Advisor Services says recruiting at RIAs often lacks structure and overlooks the need for diversity.
From On Wall Street
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Summary: When clients need something, they do a search online or ask questions of their friends and family, sometimes in person, but more often than not online via email or Facebook or Twitter. Yet many advisors and firms lean on older techniques, such as direct mailings.
From Financial Advisor IQ
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Summary: A financial-advice firm is only as good as its people — a fact that can add tremendous pressure to integrating a new hire into an existing team.With this in mind, we talked to a few advisors about their experiences looking for the right fit in a new employee. Their missteps and solutions offer strategies for how to build a capable team that supports growth and expansion.
From Iris
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Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
From LinkedIN Pulse
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Summary: Last week, at Bob Veres' Insiders Forum in Phoenix, I attended a great presentation on succession planning by Pershing's Mark Tibergien and Gabe Garcia. They addressed the reluctance many advisers have to plan for and execute a succession strategy because they view it as an "ending" of their leadership.
