An employee value proposition may be the single most important tool in the war for talent, says Schwab’s Lisa Salvi, but professional development is gaining relevance.
Dr. Sylvia Rose and Dr. Curtis Kidd Telemaque provide thoughtful insights on how RIA can best partner with HBCUs and engage with a diverse talent pool.
New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.
The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.
