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Summary: When Bill Martin recently donned a pair of virtual reality goggles at Fidelity Investments’ client advisory council meeting in Boston, he was skeptical about whether the technology would be of any use for financial advisors.
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Summary: The bullish markets and aging baby boomers have fueled remarkable practice growth over the last decade. Since many advisers are also baby boomers, adding advisers to handle a growing client base or provide succession planning options is essential for the growth and continuity of their practices. But most of these advisers are not ready to retire, and some plan to die with their boots on.
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Summary: Join us for a webinar on June 6, 2018 at 2:00 PM EDT.
Deciding who joins your team or becomes your successor is a daunting risk-filled task. Learn how to uncover your own strengths and values, and how they impact your decision-making and communication. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications.
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Summary: Winners of the inaugural Best Places to Work for Financial Advisers discussed their challenges and secrets to success in a workshop preceding the InvestmentNews awards lunch on Tuesday in Chicago, where the top 50 best places to work were recognized for their outstanding dedication to employees.
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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.
