Wednesday, December 18th, 2024 A topical newsletter from PLANADVISER Team Management This week’s Spotlight series considers trends in team management ranging from succession planning to fostering more diversity at advisories. SPONSORED AD PRACTICE MANAGEMENT RIA Succession Planning Hits New Low DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories. PRACTICE MANAGEMENT Video: Building Advisory Team Culture PLANADVISER 360 panelists detail how to improve diversity, equity and inclusion at advisories big and small. CLIENT SERVICE How to Assess Workforce Priorities Amid Regulatory and Economic Shifts Experts at a WTW panel recommended employers remain adaptable to workplace demands. DATA & RESEARCH RIAs Face Talent Crunch, Schwab Reports Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands. PRACTICE MANAGEMENT Veteran Plan Advisers Advocate for DB Expertise Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include defined benefit advisement in their practice. CLIENT SERVICE Cerulli Finds Growing Dominance in Fee-Based Advisory Programs The rise of managed accounts and increase in holistic financial advice is driving the trend. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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