Practice Management

Practice Management (176)

LPL Offers Succession Planning Program to Outside Advisors

LPL Financial has opened its Liquidity & Succession program to external advisors. So reports Think Advisor.


Schwab’s Leslie Tabor on the Importance of DEI

Truly committing to diversity, equity and inclusion (DEI) can be powerful for a business, according to Charles Schwab Advisor Services’ Leslie Tabor. She is the director of business consulting services and education at the firm. So reports Think Advisor.


Merrill Triples Hiring of ‘Experienced Advisors’ from Q1 to Q2  

Merrill Lynch added 93 “experienced advisors” in the second quarter, triple the number it added in the first quarter, according to its president Andy Sieg, the president of Merrill Lynch Wealth Management. So reports Advisor Hub.


Edward Jones Moving Towards Teaming Model

Last year Edward Jones launched a pilot program to allow brokers to share office space. Now, the company has indicated allowing brokers to team up is coming, breaking with its longstanding solo practitioner model. So reports Advisor Hub.


What Do Millennials Want from FAs?

There have been many columns written about how millennials have rejected financial advisors in favor of self-directed platforms. But that’s not completely accurate. So reports U.S. News & World Report.


1 in 4 Workers: Pay Us More Or We’re Gone

New research from Robert Half finds that 56% of U.S. companies have experienced pay compression in the Last 12 months. Of those, 62% are increasing salaries for current staff to help close wage gaps. Robert Half Salary Guide features data to benchmark compensation for 500-plus positions.


Which Advisor Firms Are Growing the Fastest?

Integrated Wealth Concepts LLC in Waltham, MA, Mutual Advisors, LLC in Casper, WY and Oakmont Corporation in Los Angeles, CA are the top three fastest growing financial advisors, according to a new ranking by from the Investment Advisor Association and National Regulatory Services. So reports Yahoo! Finance.


Advice on Getting Qualified Prospects

Canterbury Investment Management conducted a survey of financial professionals about the challenges they face heading into the year. Ninety-five advisors participated in the survey. So reports ETF Trends


Working from Home An ‘Abberation’: Goldman Sachs CEO

David Solomon, the CEO of Goldman Sachs does not think working from home is here to stay. So reports CNBC.


Which Pandemic-related Changes Will FAs Adopt Long-Term?

This past year ushered in some changes that are likely to stick around. In fact, 60% of advisors say they plan to, or may consider, a permanent virtual/in-office hybrid arrangement for their teams, according to a new survey of 396 financial advisors by InCapital.


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