The RIA Edge Study: Chapter 4 - Staffing at Wealth Management FirmsThe RIA Edge Study: Chapter 4 - Staffing at Wealth Management Firms
How advisory firms and practices approach their staffing needs in many reflects their structure and ownership.
February 7, 2023
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Sponsored by Thrivent Advisor Network
Matching business needs with the human resources necessary to deliver wealth management and financial planning services to clients is a critical function of advisory firm managers. To learn more about how firms generally, and in the registered investment advisory space specifically, are managing their critical staffing needs, Wealth Management IQ and Informa Connect recently conducted a survey on behalf of Thrivent Advisor Network.
This white paper will examine the key findings of that survey, exploring how firms handled staffing in 2022, what they see coming in 2023, efforts in the areas of diversity and inclusion, and a look at the challenges firms face in meeting their human resources needs.
How advisory firms and practices approach their staffing needs
Firm Structure and ownership
Challenges and considerations when hiring new advisors
2023 human capital outlook
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