Wednesday, June 26th, 2024 A topical newsletter from PLANADVISER Team Management Strong teams are not only crucial for the success of an advisory practice, but the clients that it serves. The stories below consider trends in team management ranging from succession planning to expirements in AI-backed assistance. SPONSORED AD PRACTICE MANAGEMENT Conference Board Reveals 6 Key Areas to Drive Productivity Skills development, management capabilities and organizational agility are among the key drivers of team productivity. PRACTICE MANAGEMENT The Battle for Talent Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients and within their own firms. PRACTICE MANAGEMENT Recent College Graduates See Finance as Top Career Prospect Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000 people reaching certification as financial professionals. PRACTICE MANAGEMENT Additional Services Key for RIA Growth Plans Financial advisers’ growth plans include additional client services such as multi-generational planning, college saving and 401(k) asset management and plan startups, according Schwab. PRACTICE MANAGEMENT Plan Sponsors Seeking Advisers with SECURE 2.0 Know-how Many plan sponsors are in search of advisers and consultants who can help guide them through SECURE 2.0, UBS finds. DATA & RESEARCH Plan Sponsors Increasingly Offer Financial Adviser Services Participant demand for adviser services is driving demand, according to MFS. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850