Moving the Needle on DEI in Financial Services
Mitigating the wealth gap and recruiting diverse talent go hand in hand when promoting inclusion in the retirement advisory industry.
Tag: recruitment
Publisher’s Note
Future State
It’s nearing the end of 2023—and, as per usual this time of year, I find myself pondering where time has...
Roundtable
The Talent Pipeline
For our latest PLANADVISER roundtable, Alex Ortolani, editor of PLANADVISER, digital, talked with (from left, above) Sara Matlock, vice president – consulting,...
Recruiting a New Generation of Advisers
Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...
IRI Releases DEI Best Practices for Talent Acquisition
Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.
Rookie Financial Advisers Are in Short Supply
High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.