Regulatory uncertainty and lack of access to familiar investment vehicles currently keep most advisers on the sidelines, but a study finds 44% expect to be working with cryptocurrencies within five years.
Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff.
This year’s results show how the industry’s top employers are shining even as, in many cases, their workplaces have become a constellation of home offices.
A year of remote work appeared to accelerate the trend of advisers going independent for more control over their business, and in many cases, opportunities for higher take-home pay. Independent broker-dealers also saw a year of positive gains, though on net the channel was down from 2019.
A survey of advisers found that those at firms with racial and ethnic minorities employed in management roles were more likely to say that their firms were inclusive and that they were comfortable broaching diversity issues with senior leaders.
Advisers have been largely optimistic about stock indexes since markets began their initial rebound from the COVID-19 shock, but the gap between their expectations for equities and the overall economy has narrowed.
The 2020 Elite RIA Study sheds light on the staff structures that allow top firms to be more productive
According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago
Advisers no longer view using outside managers as an 'all-or-nothing' proposition
A survey of advisers' expectations for the next 12 months shows the only consensus is that there's a rocky road ahead
