Results for "careers"

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Advisers on the Move: Latest trends in recruiting

May 20, 2019

Daily adviser move activity Net gains/losses in adviser headcount by channel, 2019 year-to-date Top 5 moves of the week Name of adviser(s) AUM Firm leaving Firm joining Transition Date Jason Fertitta, Billy Busch, Robert Wellington, Sheldon...

When it comes to diversity and inclusion, strategies are better than intentions

March 16, 2019

As the investment management and financial advisory industry seeks to attract and retain a more diverse mix of talent, a consensus has emerged on the importance of early engagement, pipeline building, mentoring and development of contemporary...

What advisers can do to help older clients start a new business

February 23, 2019

Middle-aged clients who lose a job often turn to some form of entrepreneurship as the next phase of their career. Data suggests that entrepreneurship among individuals over age 50 is growing. Three in 10 entrepreneurs are over 50, which is an...

Digital recruiting platform aims to help advisers identify job opportunities

January 29, 2019

A new digital platform is seeking to give financial advisers more control over finding jobs and making career transitions than offered through traditional adviser recruitment, a business that is plagued by bad actors and secret alliances, according...

Show employees your commitment to diversity and inclusion from day one

December 15, 2018

Truly diverse companies emerge from the inside out. Corporations such as Comcast, Marriott Hotels and Coca-Cola are fostering communities of professionals from all backgrounds. While no strategy is ever a one-size-fits-all approach, diversity...

They have little tolerance for sexual harassment, but most advice firms lack formal policies

November 17, 2018

As various forms of high-profile sexual harassment and assault charges have dominated news headlines over the past year, the financial advice business has been struggling with how to address an issue that largely has, until recently, been side...

From the C-suite with Wealth Consulting Group's Jimmy Lee: Looking for diversity, screening for attitude

October 31, 2018

Diversity and inclusion are baked in to the culture of Wealth Consulting Group, where the importance of diverse opinions and thoughts starts at the top. The advisory firm has long had a focus on hiring staff who are diverse across race, gender...

Real life fearless girl at the New York Stock Exchange

October 17, 2018

Lauren Simmons is not your average trader. When she first got onto the trading floor at the New York Stock Exchange last year, the 24-year-old Georgia native expected to see a few women out there with her. She soon discovered she was not only...

Unleashing my power with Tony Robbins

October 15, 2018

As an entrepreneur and financial adviser, I have always invested in my education by attending numerous conferences, reading books that promise the magic formula for success, hiring coaches to discover what's holding me back, and working longer...

FPA welcomes conference attendees with #MeToo notice

October 4, 2018

Attendees of the Financial Planning Association's annual conference in Chicago this week were greeted at registration with a sobering reminder of the times in which we live, in the form of a card detailing the conference harassment policy. The...

New iPhone can end the days of carrying around two phones

September 13, 2018

Apple introduced the world to three new iPhones and a new Apple Watch on Wednesday, focusing on evolutionary upgrades — a faster processor, better camera, crisper screen and longer battery life. But more than revolutionary new features, one...

Finra bars two brokers, including one with nearly 40 years in the industry

September 5, 2018

The Financial Industry Regulatory Authority Inc. has barred two veteran brokers, one of whom was in the securities industry for nearly 40 years. ​ Stephen T. Hurtuk worked as a broker for 39 years, the last 10 of which he spent at Stifel Nicolaus...

Designations matter to your clients

July 21, 2018

It is not uncommon these days to hear certain corners of the financial advice industry tout their fiduciary status as a major appeal among clients and potential clients. But the truth is, most consumers and many current clients are still finding...

Empowering female clients requires they talk about this

July 12, 2018

Financial advisers need to help their female clients reduce individual money shame and to empower them personally and professionally when it comes to finances, a leading wealth psychology expert said. "We live in a society that is plagued by...

What older people should consider when starting a business

July 3, 2018

Andrew S. Morrison, 62, doesn't see himself playing golf anytime soon. When he left his post as a senior vice president at a health insurance company in 2013, he consulted for a couple of years, but found the work wasn't challenging. So in 2016,...

LGBTQ advisers and clients would welcome this approach

June 28, 2018

Even for firms that have embraced the value of increasing diversity, making the workplace LGBTQ-friendly has an added challenge of visibility. Unlike gender and race, sexual orientation isn't as visibly obvious and probably wouldn't come up...

Sallie Krawcheck wants women to take control of their money

June 21, 2018

Not even Sallie Krawcheck believed in a digital investment firm for women when she was told she should start one. She thought it was too condescending to women, and didn't believe they needed one. "Then I sort of had this insight, which was,...

United Capital's new CIO has had an 'unlikely' career path

June 13, 2018

Kara Murphy has packed her belongings and shipped them across the country to Dallas from New York for the next stage of a career that she still defines as "unlikely." Ms. Murphy, a 20-year veteran of the financial services industry, becomes...

From collecting autographs to advising LGBTs ​

June 5, 2018

David Rae developed a keen awareness of money when his father, NFL backup quarterback Mike Rae, retired from football. Growing up, the younger Mr. Rae, now 39 and founder and president of DRM Wealth Management, knew his family was always navigating...

Teamwork makes the dream work at Pimco

June 5, 2018

The sun hasn't yet lit up the California sky when Daniel Ivascyn and Emmanuel "Manny" Roman join each other at side-by-side desks on the 20th-floor trading room of Pacific Investment Management Co. From their aerie overlooking a luxury shopping...

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