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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.
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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.
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Summary: I just listened to a presentation by Nick Thompson, editor-in-chief at Wired, about all things in the future of tech. A lot of it was focused upon Artificial Intelligence and Machine Learning towards the end, but the first half was interesting as it focused upon why there is a backlash against Silicon Valley right now.
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Summary:When financial services organizations first began adopting social media, compliance decisions trumped technology choices and business value. As social media has matured, so too has the conversation around compliance. While compliance is still top of mind, and critically important for finserv organizations, executive teams are beginning to recognize that social media delivers tremendous value and must be an integral part of their business strategy.
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Summary: [Podcast] Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm—plus significant chips on the table—to build her own RIA. Fain shares how she banked on her client relationships, instead of “believing the hype” that she needed a big brand name behind her.
