Work from home

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.

A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.

The policy shift involves a modest number of advisors in Texas as wealth managers also gear up for office reopenings.

“The mindset has shifted in terms of how we need to be able to lead and support a virtual workforce,” says Edward Jones CHRO Kristin Johnson.

How they’re hiring, striving and even thriving under new conditions.

In just two days, technology and remote staff helped ex-Wells Fargo FAs managing $281 million open client accounts at their new employer.

From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.

The firm, which already closed 260 branches, now has 100% of its staff operating virtually.