From WealthManagement.com
1 visitor like this article | Viewed 4176 times | 0 comment
Summary: Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent. But several Wall Street firms discussed their new techniques for bringing millennials into the business during a Securities Industry and Financial Markets Association seminar on Wednesday.
From WealthManagement.com
1 visitor like this article | Viewed 5006 times | 0 comment
Summary: Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days. The data shows the financial and business industries have one of the highest concentrations of employees working between 9 a.m. and 5 p.m., with a significant portion taking the lunch hour very seriously
From Investment News
1 visitor like this article | Viewed 4567 times | 0 comment
Summary: It is not uncommon to hear established advisers discussing the use of technology to attract the next generation of clients and younger advisers to their firms. Some have also discovered that today's successful advisers have a great opportunity to harness technology for the wave of retiring baby boomers. Some advisers want to use technology to grow; others, to improve. Some want it all.
From WealthManagement.com
0 visitor like this article | Viewed 4437 times | 0 comment
Summary: So far, industry efforts to attract young advisors to the profession have been fragmented and slow-going. But the industry’s regulator is having its own problems recruiting next generation talent.
From InvestmentNews
1 visitor like this article | Viewed 4319 times | 0 comment
Summary: The Securities and Exchange Commission on Wednesday unanimously proposed a rule that would require investment advisers to disclose more information about their use of separately managed accounts and their social media activities.
