Where is financial recruiting headed and how do wealth professionals land high paying careers? Check out the latest career recruiting news for Wealth Professionals.
By design and her choice, Blair duQuesnay doesn’t actively prospect for business and instead focuses on the client relationships and the investment committee work she enjoys most.
The center will be offering nearly $500,000 across 100 scholarships, 48 of which are new. That is a record number since the program was started in 2016.
The association's new model rule would require investment advisor representatives to complete continuing education, but some legal experts worry about a 'patchwork' of mandates.
Pam Capalad's Brunch & Budget business is just that -- she meets prospects for brunch to talk about budgeting and other cash flow planning issues. She's been able to turn that into ongoing financial coaching relationships.
A thoughtful, durable succession plan will increase the value of the enterprise for all concerned, from the founder to her internal successors, the entire support staff, and clients.
Peak Brokerage Services' Michael Lomas provides insight on the firm as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors.