Roughly four years after Genworth Financial Wealth Management acquired Quantuvis Consulting, the practice management consultant's CEO - Stephanie Bogan - is departing.
Advisers say that an increasing number of timesaving iPad apps are aiding their productivity
The profound demographic trend that is boosting demand for investment advice — the millions of baby boomers retiring or planning their retirement — also is threatening the financial advisory sector with a talent shortage.
Finding an intern can be the most daunting task an adviser faces in the process.
Financial analyst organization to unveil 'integrity list'; loftier code of conduct 'meant to be a gut check'
Hire for attitude, train for skill. This motto was the mantra of the economic and hiring boon of the late 1990's.
Since <i>InvestmentNews</i> announced the launch of our <a href=http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20111215/FREE/111219955>Next Generation of Financial Advisers</a> initiative, I have had a number of conversations about internships and how different types of advisory firms and brokerages actually use interns.
What financial advisers need to know about attracting - and retaining - female clients.
Writing a succession plan isn't too difficult. Overcoming the concerns that inhibit advisers from tackling the project in the first place is.
There's no shortage of financial planning jobs out there right now. There's probably more of those jobs than at any time since before the 2008 market crash. But that doesn't mean it's any easier for employers and entry-level job hunters to make a deal.
