Branch managers increasingly find their offices filled with advisors from different generations. Here, a field guide to understanding what makes baby boomers, gen Xers and millenials tick.
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor...
Brokerages have an outmoded and inefficient way to train new advisors. The high expense and low success rate of broker trainee programs is increasingly problematic for branch managers, who must continually find ne...
Branch office managers are being squeezed out of the industry they helped build. So where do they go? Most find their skills easily translate elsewhere in the financial services arena.
The branch office manager used to be the highly revered elder statesmen of the industry. No more. Many advisors say the position is increasingly part of a corporate bureaucracy with a mandate to push the agenda of the...
More work, same pay has been the story for branch office managers over the past decade. It took a tragedy among his ranks to help one Wells Fargo manager find personal value in an increasingly difficult job.
The world of the brokerage office managers and their equivalent peers in the bank-based investment offices are similar in most respects but one: Happiness.
