Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
Over half of advisors—54 percent—say they’ve been using “rep as portfolio manager” (Rep as PM) platforms for the past five years, managing investment portfolios across client accounts. Only about 10 percent of advisors surveyed say they don’t use...
For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn’t follow, the move could prove disastrous. So before an advisor’s thought process star...
What day is it? Training day.
Training Magazine announced this week that Edward Jones took the No. 17 spot on its Training Top 125, a list of the companies across all industries in the U.S. that have the best employee learning and developmen...