Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance.
Meeting the needs of Baby Boomers and Millennials and addressing investors’ desire for low costs are key to growing business.
There are a few surprisingly common things advisers do that really alienate this key market segment.
Advisers share how they started various types of philanthropic work.
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.
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Although collective investment trusts hold a fraction of the total assets in retirement plans, with ongoing changes in the broader intermediary landscape, they appear to be poised for continued growth.
James Worrell has seen his team expand with more members, assets under management and a new service model since he won the Retirement Plan Adviser of the Year award in 2011.
One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who used to travel extensively across the country are welcoming videoconferencing.