1 visitor like this article | Viewed 3497 times | 0 comment
Summary:Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
1 visitor like this article | Viewed 3625 times | 0 comment
Summary: As the average age of financial advisors creeps upward, the industry is looking for the next generation of advisors to replace them. 2015 report by PwC of CEOs at global financial services firms found three-quarters of respondents believe diversity at their firms has led to more innovation, and better customer satisfaction and business performance.
1 visitor like this article | Viewed 3666 times | 0 comment
Summary: The financial services industry still has a woman problem, even as a new generation is entering the industry. According to a recent PricewaterhouseCoopers survey, half of millennial women felt that promotions in the financial services industry are biased toward men.
0 visitor like this article | Viewed 3634 times | 0 comment
Summary: HighTower Advisors, a hybrid advisory firm whose trajectory has been closely followed as a barometer for success of the independent model, made a presentation last week on taking the firm public, according to sources who requested anonymity because they did not have permission to speak publicly.
1 visitor like this article | Viewed 3575 times | 0 comment
Summary: Taxi services think inside a box. So did Blockbuster. So does Microsoft.But here’s the thing. Uber, Netflix, and Apple also think inside boxes. So do you. So do I.
