Wealth management and investment services programs continue to provide tremendous value to banks (and credit unions). Studies have shown that households that own investments through their primary bank are among the most profitable for the parent institution. According...
Millennial Advisors More than one-in-three American labor force participants (35%) are millennials, making them the largest generation in the U.S. labor force, according to a Pew Research Center analysis of U.S. Census Bureau data. Research shows that only about 25%...
Talent retention remains a significant challenge for wealth management firms — some lose a financial advisor as soon as a new one is recruited. By focusing on advisor engagement and satisfaction, firms can prevent their top-performing advisors from jumping ship to...
Discover How Satisfied and Engaged Financial Advisors Will Boost Your Firm’s Bottom Line Numerous studies show that an engaged workforce translates to a higher bottom line. This is no different for financial advisors — sales performance management is more than...