Added on July 2022 in Blog
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
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Summary: As collaboration platforms replace email as the primary form of internal communications, firms must take the necessary steps to protect themselves and their employees.
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Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
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Summary: Regular listeners to our COO Roundtable podcast have heard me make the claim many times that the average RIA owner drastically discounts the value of a chief operating officer because, in their minds, the COO is someone who simply reboots the router when the internet goes down in the office—nothing more.
