Pay equity is a chance to build trust among advisors and retain staff
Advisory and investment firms of all sizes must translate the big pay equity picture to specific practices and accountability.
Source: investmentnews.com
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New diversity report makes familiar recommendations
A CFP Board report makes recommendations about how the profession can better recruit and retain people from underrepresented communities.
United States Kate Healy Certified Financial Planner Board Of Standard Inc Financial Planning Investmentnewswomen Advisor Summit Advisor Benchmarking Study
Source: investmentnews.com
Uncovering nuances to the headline trends of the financial advisor industry
There are nuances to the headline trends that require data specific to the financial advisor industry to uncover.
Source: investmentnews.com
Capital Group Launches PracticeLab™, a New Digital Destination to Support Growth of Financial Advisory Practices
Capital Group Launches PracticeLab™, a New Digital Destination to Support Growth of Financial Advisory Practices PracticeLab leverages findings from a new Capital Group study indicating a 3% increase in AUM for every 1% of time shifted from low- to high-impact activities News provided by Share this article LOS ANGELES, March 16, 2021 /PRNewswire/ -- What does a successful advisory practice look like today? PracticeLab, Capital Groups new digital destination for financial professionals, with...
Source: prnewswire.com