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Workforce management
Here’s why hiring a market expert is a smart move
Honing in on ideal clients and increased AUM could be the payoff.
Sponsored by Edward Jones
Voices
How my spouse’s death didn’t derail the business we built
Barbara Shapiro
President
HMS Financial Group
Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.
How RIAs are fighting the 'war for talent'
A career path with established performance goals has become a critical element of compensation.
Raymond James chairman to step down after 50-plus years at firm
CEO Paul Reilly will take over for Tom James, who helped grow the firm into a major industry player.
When married advisers part ways
A split after working together is traumatic. Here are ways to make it less disruptive and stressful.
3 key ideas to consider when onboarding a partner
Once the workload has become too much, be careful and deliberate about teaming up.
Should I … Hire an intern?
Sure — if you can identify duties that hit these four categories.
Secrets to building a great advisory team
It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.
