Staffing

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Diversity Should Still Be A Hiring Goal, Financial Execs Say

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Large Acquired RIAs Are Losing Clients, Advisors At An Alarming Rate

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Staff turnover has an insidiously harmful effect on advisory firms.

Modern Wealth Buys $1.2 Billion AUM Beltz Ianni

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The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.

Wellington Alts Exec Joins Rockefeller As Head Of Investment, Client Solutions

by FA Staff

Christopher Kirk previously spent two decades at Wellington Management.

Wall Street's DEI Retreat Has Officially Begun

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The legal assault on corporate diversity initiatives is gathering steam.

Money Management Institute Offers Training For NextGen Investment Professionals

by FA Staff

The three-week program is designed for investment professionals with less than five years of experience.

Nearly 9,700 Series 7 Advisors Changed Firms in 2023, Report Says

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IBDs saw small gains while wirehouses suffered attrition.

Forget About Remote Work If You Want More Than $200,000 A Year

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Remote work listings drop for high-wage earners, a new study shows.

Meeting-Free Fridays Aim To Boost Slumping End-Of-Week Productivity

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Getting more out of Fridays has long been an issue for companies.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

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Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Morgan Stanley To Cut Several Hundred Jobs In Latest Pullback

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The cuts will reportedly affect less than 1% of employees in the wealth-management business.

CFP Board Says Its Planners Are Landing Jobs At Top Firms

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Edward Jones made the most new hires of new CFP planners last year, the board said.

How Companies Say 'Layoffs' Without Saying 'Layoffs'

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Amid a slew of job cuts, companies opt for euphemistic and vague synonyms, like “rightsizing” and “org changes.”

Labor Watchdog Denounces Noncompetes, Adding Momentum For Ban

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About one in five Americans is bound by a noncompete agreement.

Who Is Most Likely To Get Fired? Remote Workers, Middle Managers

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Firms in industries ranging from tech and finance to furniture and media have announced layoffs this year.

Focus Expands Leadership Team

by FA Staff

Two of the firm's network RIA leaders will serve as vice chair and president.

RIAs Lead The Industry In Headcount, Asset Growth, Cerulli Says

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The firm's 2023 report on U.S. advisors also found headcount at wirehouses and independent B-Ds shrank.

JPMorgan Shuffles Top Managers As Jamie Dimon Prepares Successors

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Insiders have been predicting the firm would need to rotate bosses to give them new challenges.

Goldman Sachs Wants To Hire In Wealth And Asset Management Units

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Growth in these units helped boost the bank's recent fourth-quarter earnings.

The Advice Industry Needs New Blood, Cerulli Says

by FA Staff

The industry could lose 37.5% of advisors to retirement over the next decade, the research firm said.

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