Author: patty

The work of wealth management executive search firms is particularly challenging at the moment because of COVID-19, even with the two-way video and other technology that changes how people work. A recruitment specialist in the space considers the issues....

With current events acting as a brutal reminder about the importance of strong wealth management advice and guidance, it should also bring home the stark reality that the industry faces a talent shortage. The average age of advisors has been creeping up. With trillions of dollars...