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Will An Office Romance Damage Your Career?

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Cultural changes have shaken office relationships. But does office romance boost people's morale?

Firm Growth Should Come From Multiple Sources, Panelists Say

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The fundamental rule of keeping the client top of mind always applies, women executives said.

Goldman To Pay $215 Million To End Case On Underpaying Women

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A class of about 2,800 women agreed to settle the lawsuit about a month before it was set to go to trial.

Examining The Organic Growth Paradox

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Older and younger advisors likely have conflicting attitudes about marketing.

Turning Young Clients Into Lifelong Ones

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Three women leaders detail how their new service models are building “perfect” long-term clientele.

Beyond Lip Service In DEI

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How is the financial advisory industry actually doing at improving representation?

Office Politics Are Just As Toxic In The Work-From-Home Era

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Half of surveyed workers say toxic office politics are no different in the post-Covid era.

Sanctuary Wealth Adds Carson's Kevin J. Miller To Leadership Lineup

by FA Staff

A new appointment and a reappointment are meant to support the firm's growth strategy.

Female Financial Professionals Are Doubly Challenged, Carson Group Says

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Firms are ineffective at recruiting and retaining females, Mary Kate Gulick said.

Many RIA Firms Are Hoping For 10% Growth In 2023

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Meanwhile, actual growth last year was about half that, the Ensemble Practice found.

House Panel Challenges DOL On Independent Contractor Rule

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The “enforcer” of California's contractor rule faces a rocky confirmation hearing for Labor Secretary tomorrow.

In Morgan Stanley CEO Race, Saperstein Emerges As One To Watch

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Andy Saperstein has gone from a long-shot candidate to a serious contender to replace James Gorman.

Dimon Says JPMorgan Headcount To Stay Flat After 8% Annual Jump

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Wall Street has leaned on headcount reductions and hiring freezes to help contain costs amid inflation.

JPMorgan Calls Managing Directors Into Office Five Days A Week

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Wall Street firms are rethinking their work-from-home rules as the pandemic recedes.

Swiss Prosecutors Probe Credit Suisse Deal, Job Cuts Seen

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The deal signed last month may reduce the overall workforce by up to 30%.

Merit Financial Advisors: How It Became A Hybrid RIA M&A Powerhouse

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The Atlanta-region firm is on track to add $4 billion to $6 billion in new AUM in 2023 alone.

How Companies Treat Workers Is An Investment Factor, Research Firm Says

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Irrational Capital's work on the "human capital factor" has already been used by some ETFs.

Greg Friedman's Keys To Building A Thriving RIA Business

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The RIA explains strategies that were integral to the success of the two businesses he built and sold.

Work From Home Endures, Defying Pushback From Bosses Like Dimon

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The latest data suggests that partially empty office towers may remain that way.

Wall Street Eases Hiring Freeze In Grab For Credit Suisse Talent

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In some banks the narrative has shifted from contagion to the once-in-a-decade opportunities on offer.

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