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. ...
This article outlines interview tactics for the modern wealth manager. ...
Allan Starkie goes in detail about the competition for talent in the wealth management industry. ...
This article discusses fundamental changes in the compensation models throughout the wealth management industry in this op-ed featured in the November/ December 2015 newsletter from Investment Management Consultants Association (IMCA). ...
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....