Tag: Hiring firing

Pensionmark CEO on World Insurance Acquisition Mechanics

According to Pensionmark CEO Troy Hammond, the advisory network’s acquisition by World Insurance Associates is structured to allow its advisers to maintain ownership of their business but also to become owners of a bigger entity.
Art by Daniel Shaffer

The Full View

The merits of pulling in participants’ external financial information.

A Q&A With New CFP Board Chair Kamila Elliott

One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to make high school students more aware of the financial services profession.

Tips for Sourcing Diverse Talent in 2022

According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there is a lack of diverse and talented people seeking success in financial services is not making a sufficient effort to find them.
PA-122721-OSC 1 Role of the Office in 2022-Brian Stauffer-web

Office Space in 2022: Flexibility Is Key

When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and whether) to bring staff back two years later.

Dissecting a ‘Historically Tight’ Labor Market

New capital markets research from Wilmington Trust assesses a trend seen in the global economy, where the number of job openings far outpaces the number of available workers, causing supply chain disruptions and elevating the importance of compensation and employee benefits. 

PAND21 Feat-Succession Planning_Philip Lindeman-web

Future Faces

What to consider when creating a succession plan.
PAND21 Culture_Pete Ryan-web

A Workforce in Flux

Adviser and client retention strategies in light of The Great Resignation.

Succession Planning Marketplace Evolves

While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.