News

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...

Allan Starkie PhD, a partner at Knightsbridge Advisors writes about the kind of considerations that need to be held in mind when assessing advisors, including in the process of M&A deals where wealth management firms are in play. ...

Allan Starkie PhD, a partner at Knightsbridge Advisors writes about the kind of considerations that need to be held in mind when assessing advisors, including in the process of M&A deals where wealth management firms are in play. ...

Here is part two of a guest article about compensation trends within the wealth management industry. It reflects the presentation he made earlier this month at the annual American Bankers Association, Wealth Management and Trust Conference....