For today’s independent advisors, identifying, attracting and cultivating diverse talent who understands and values relationships is a strategic business imperative."
Neesha Hathi, senior vice president, Schwab Advisor Services. |
Summary: A Schwab Advisor Services RIA talent study examined the characteristics of the profession and the paths the advisors had taken. The 571 advisors surveyed shared four different views on the RIA industry: becoming an RIA, being an RIA, career management and recruiting.
For today’s independent advisors, identifying, attracting and cultivating diverse talent who understands and values relationships is a strategic business imperative."
Neesha Hathi, senior vice president, Schwab Advisor Services. |
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