Employee retention

How do startup executives keep top employees engaged? Even as more work remotely, these firms have found ways to remain connected.

“We believe every single employee of a company should have access to advice,” says Stephen Ulian, head of institutional distribution at Bank of America.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

The companies on our third annual list of Best Fintechs to Work For (a ranking compiled by our parent company, Arizent) share an ability to create personal connections with employees, and offer top-tier benefits like generous sabbaticals, fully paid insurance, and parental leave on day one.

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

Washington Trust warned that it could lose $3 million in annual revenue after two top advisers left to join a brokerage firm. Other banks are facing similar hits.

The bank has lost a net 1,300 advisors since a fake accounts scandal came to light three years ago.

The deadline to apply is Sept. 27.

Pockets of job growth are offsetting some of the dramatic cuts at the world’s largest lenders.

About 350 employees at USAA may lose their jobs due to the deal.

More than half of RIAs aren't recruiting from other firms. This may be why.

The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.

Recruitment is ongoing — not a one-time sales pitch.

A successful recruiting strategy isn't enough to keep a financial planner put.

Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Firms are spending plenty on tech but are skimping when it comes to training their people to recognize an incoming attack.

The firm said earlier this year that it would deepen cost cuts.

Headcount is down more than 1,250 since a fake accounts scandal came to light in 2016.