Tips for Recruiting Millennials
Don't emphasize the money they'll make or the firm's reputation. Focus instead on work-life balance.
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Advisors who can bring in and work with clients, wealth strategists with tax and accounting expertise and successor CEOs are in greatest demand. more »
Advisors who work for larger institutions tend to cover fewer branches, which allows them to focus on service and increase production. more »
'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients. more »
Recruiting activity will intensify as seven-year contracts begin to expire. Is now the time to cut a deal? Headhunters weigh in. more »
Many advisors miss the old culture at their firms. What exactly are they longing for? more »
The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management. more »
Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors. more »
Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership. more »
As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust. more »
BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101. more »
You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication. more »
Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements. more »
Here are 21 simple steps to make 2015 a great year for you, your clients and your business. more »
Women & Wealth: The Invisible Opportunity
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