From IRIS
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Summary: There are as many destinations as there are important things in life. Which destinations should you check? The ones where you want to go and arrive at by a certain time. Here are a few destination-check suggestions for the successful and the serious-about-being-successful financial advisor.
From WealthManagement.com
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Summary: TD’s NextGen initiatives provide opportunities for scholarships and grants, a career exchange and an internship network. The demand for independent financial advice is growing, but the industry must confront an impending talent shortage
From Advisor Perpectives
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Summary: Things have been very difficult at our advisory firm since one of the partners announced his intention to retire. I’ve read a great deal about succession planning and I can honestly say, we don’t have one...
From InvestmentNews
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Summary: Advisory firms affiliated with independent broker-dealers, as well as registered investment advisory firms, will now have the chance to nominate themselves for national recognition for their efforts to attract and retain great talent. Through this initiative, we'll highlight firms that have successfully engaged their employees through new and innovative workplace practices.
From WealthManagement.com
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Summary: At BNY Mellon's Pershing Advisor Solutions Regional Symposium in New York City on Wednesday, Brian Hamburger, the founder, president and CEO of the regulatory compliance and consulting firm MarketCounsel, outlined three areas of top concern for RIAs right now: standing letters of authorization, the Department of Labor’s retirement-savings rule and, or course, cybersecurity.
