Following up on a broad discussion of market volatility, John Diehl, SVP of strategic markets for Hartford Funds, encourages advisers to consider new means to separate their service offerings from the competition; he also offers a sneak peek at some forthcoming research produced in partnership with the MIT AgeLab.
While not a traditional topic for retirement specialist advisers to speak about, experts agree that student loan repayment benefits are a powerful boon to financial wellness programming—and a topic that financial advisers should learn more about.
When it comes to valuing and transitioning their business, 61% of advisers have a goal for the value, and 48% used a recurring revenue multiple to calculate that goal.
The Standard Adds Retirement Specialist to Denver Office; New Regional SVP for TPA Services at Pentegra; Industry Veteran to Serve as SVP and Sales Director at USICG; and more.
Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and Custody Solutions; advisers moving to an independent broker/dealer more often depart as a team versus other movers.
Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects; researchers also highlight the importance of community engagement for elevating the advisory profession.
The firm is partnering with bilingual education expert
Rebecca Heaton Juarez to deliver broader-based financial wellness and
participant educational services in multiple languages.
According to data from Wells Fargo and TheMuse, if given
$1,000 in spare cash to invest, 86% of Millennials would be motivated to invest in a company
that “makes the world a better place with their products.”
The principal of financial adviser inclusion and diversity
at Edward Jones reflects on her job leading the advisory company’s revamped
diversity efforts—informed by her own first career as an adviser in the field.
Establishing scholarship funds and more carefully considering
the benefits of diversity in the hiring processes are just a few of the ways an
increasing number of firms say they are committed to improving industry
diversity.
Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.