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Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?
Added on April 2018 in M&A Issues
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Summary: [Webinar] Deciding whether and when to sell is a painfully poignant and often existential decision for many RIA principals.
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Summary: Two-thirds of executives in the wealth management, asset management and fintech industries continue to "lack a fundamental understanding of how to attract the next generation of employees," according to an annual survey of top executives by Kathy Freeman Company, a California-based executive search firm.
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans.
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Summary: BNY Mellon’s Pershing Advisor Solutions polled attendees at its Elite Advisor Summit last month and found that 84% of respondents did not change their pricing in 2017. More than half (58%) said they’re not feeling increased pressure from clients to lower fees.
