Succession Planning Beyond the C-Suite
Advisers discuss how they are identifying and developing future leaders across departments.
Tag: Leadership
Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’
Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers.
Leading Teams Starts With Mindset Shift
Many advisers rise through the ranks due to success with clients, but leading often takes other skills, writes a Hartford...
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From Managing to Leading
A look in the mirror can be a healthy 1st step in any transition.
NFP, Nationwide Name New Retirement Leaders
NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations.
Retirement Industry People Moves
Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
CEO Dan Houston discusses recent moves furthering the firm's asset management focus.