![]() Dan Inveen, a principal and director of research at FA Insight |
Summary: Advisory firms that lack a documented career development path may jeopardize their chances to recruit the best young talent, according to some industry experts. “The larger firms are getting better at institutionalizing the process of training and development, and can tell a candidate, "Here is what we will teach you and here is the career track at the three-, five-, and 10-year mark,'” said Michael Kitces, a principal with New Planner Recruiting LLC, which specializes in placing early-career planners.
![]() Dan Inveen, a principal and director of research at FA Insight |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?