Workforce management
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
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Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
August 25 -
Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.
August 24
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A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.
August 13 -
FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
July 16 -
Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.
September 23 -
Since the end of COVID, each bank has set its own rules for how often employees need to show up at the office. Here's how a dozen lenders are handling the shift.
June 24 -
Breaking into a new industry can be daunting, especially in a field as complex as banking. Here's how experts recommend getting started.
May 19 -
Since August, Truist, KeyCorp and Goldman Sachs have granted one-time stock awards to certain executives they want to keep in place. One analyst wants shareholders to reject the bonuses, while consultants say there are valid reasons for banks to make the awards.
February 10 -
It's not just JPMorgan Chase. Across the industry, banks are rethinking their remote-work policies — but experts say it won't be easy to turn back the clock.
January 15
