Staffing

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More Black, Hispanic Investors Working With Advisors, Allianz Says

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Black and Hispanic investors may not always share the same goals as the population as a whole.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

Black Execs Share Their Secrets For Recruiting Top Advisors

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The wirehouse executives offered recruiting advice at the Association of African American Financial Advisors annual conference.

Berthel Fisher Makes Appointments To Spur Growth

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The company co-founder will step down from some roles to concentrate on strategic initiatives, the firm said.

Goldman To Cut Underperformers As Soon As October, FT Says

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The firm had a headcount of 48,500 as of December, with 52% based in the Americas.

Schwab Execs Hail Success Of TD Integration

by FA Staff

More than 7,000 advisory firms and nearly four million clients have been transitioned to Schwab, company officials said.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

Wall Street Gets Tough On Return-To-Office Laggards

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Even technology giants that once promised long-term flexibility have become stricter with their policies.

UBS Signals Most Of Credit Suisse Investment Bank To Shut

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UBS executives have said they want to cut back riskier trading operations.

Goldman Is Cracking Down On Employees That Aren't In Office Five Days A Week

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Firms across the corporate world are meeting resistance from employees to going back to pre-Covid work habits.

Charles Schwab Raising Debt After News Of Job, Real Estate Cuts

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The firm last tapped capital markets in May, selling a $2.5 billion blue-chip bond.

Hedge Fund Woodline Sued For 'Oppressive, Misogynistic' Culture

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The former executive administrator is accusing the firm of discrimination, retaliation and defamation.

Goldman Plans Hiring Spree To Fix Lapses After Increased Fed Scrutiny

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The Wall Street firm is enlisting several hundred new staffers to help address concerns from authorities.

LPL's Top Advisors Earn Three Times More Than Their Peers, Study Finds

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The number one trait of top earners is that they operate like CEOs, the broker-dealer said.

Bosses Dislike Work-From-Home But Suspect They're Stuck With It

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The shift to remote work during the pandemic is enduringly popular with employees.

CFP Board Looking To Speed Up Diversity Efforts

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Women and other minorities have been making inroads in the CFP field, but slowly, the CFP Board's diversity chief says.

SageView Appoints New Leadership

by FA Staff

The executive changes are part of the firm's long-range growth plans, the firm said.

In Wall Street's Hottest CEO Race, Morgan Stanley Hopes For Drama-Free Handoff

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It would break with the industry norm if Morgan Stanley named a new leader without losing those passed over.

Employee Benefits Are Changing With The Workforce

by FA Staff

A new study says employees want more benefits for physical and mental well-being.

Financial Finesse Boosts Portfolio With Minority Wellness Platform

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OfColor focuses on the financial empowerment of employees of color through technology, content and coaching.

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