INSIGHTS
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Recruiting and Retaining Young Talent to Wealth Management
Dispelling Myths and Meeting Them Where They Are The need for new, young talent in financial services is more urgent than ever. Whether we engage with students online through LinkedIn or partner with high schools, colleges, and universities, we must emphasize what wealth management is really about. It’s not just what happens on Wall Street….
Building Bridges: A Call for Fresh Perspectives in Next-Generation Discourse
Imagine yourself gearing up for a long-awaited family road trip. With your out-of-office email set, your team briefed, clients informed of your absence, and you are ready for a much-needed break. You settle into the driver’s seat, type your destination into the GPS, and feel excited for the trip ahead. Just then, your partner hands…
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More fee-for-service models, please!
Dana Rhodes, senior vice president of advisory services at Ann Arbor, Michigan-based Axtella, a network of two broker-dealers and an RIA, says younger generations are propelling a few of the industry’s recent trends, like the increased adoption of unified managed accounts and the growth in fee-for-service, or subscription-based, models.
Should I Hire a Commission- or Fee-Based Financial Advisor?
If your goal is just to get the highest returns you can, a commissioned broker can help you build an aggressive investment portfolio. Just remember that no advisor, regardless of how they’re paid, can guarantee results—and besides, “performance is fleeting,” says Dana Rhodes, the head of advisory services with Ann Arbor, Mich.-based financial services company Axtella.
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
We have a broad product shelf. Do you want to sell mutual funds? Annuities? Do you like commission-based brokerage accounts? Are you on the RIA side? Do you prefer to be the portfolio manager or to outsource that? We offer a lot of flexibility.
WealthManagement.com 2023 Industry Awards Finalists/Honorees
This year, 161 companies submitted a nomination for the first time, and 70 of them were named finalists. In addition, 81 firms were recognized in multiple categories.
They include: Orion (8); Cambridge Investment Research (6); Cetera Financial Group (6); Apex Fintech Solutions (5); Carson Group (5); Kestra (5); LPL (5); Mercer (5); Morgan Stanley (5); Advisor Group (4); Allworth Financial (4); AXS Investments (4); Fidelity Investments (4); Janney Montgomery Scott (4); Nitrogen (4); Raymond James (4); Sigma (4); Snappy Kraken (4); Wealth Access (4); and Wilmington Trust (4).
Sigma was nominated for four initiatives: Nova Women’s Collective, Endeavor Planning Community, EducationHub, and LaunchPad Onboarding Experience.
