Wealth Management

JUNE 14, 2023

Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.

Retirement

Nerd's Eye View

SEPTEMBER 13, 2022

Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor

Nerd's Eye View

SEPTEMBER 17, 2024

We also talk about Eric's own unique career journey, which started in commercial banking with stops along the way that included a variety of roles at Goldman Sachs Asset Management and working as an internal full-time Chief Investment Officer for a large national RIA before starting his current fractional CIO role, how Eric has leveraged recruiters (..)

Investing

Nerd's Eye View

JANUARY 31, 2023

We also talk about how Ali didn’t fully realize until after leaving her position at Fidelity the great opportunity she was afforded there to learn from and be surrounded by strong female leaders who were supportive of her, how, while Ali was pregnant with her first child, she started to contemplate her career path and the future of her family, (..)

Clients

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

These have helped me gain the trust of new clients and new recruits for my team. Instagram — My peers in the financial services profession make up 90% of my followers.

Media

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Executive Compensation

Robert B. Ritter Jr.

MARCH 28, 2022

The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals. Still, such a strategy can look terrific if you know […].

Recruitment

Nerd's Eye View

MARCH 7, 2023

What's unique about Yonhee, though, is how, through her nearly 4 decades with JMG Financial Group, Yonhee has been a part of not only the firm’s succession plan to its second generation of owners but now to its third generation of leaders… and along the way, has personally recruited, trained, and retained the majority of the firm’s (..)

Financial Advisor

NAIFA Advisor Today

SEPTEMBER 6, 2022

Angela White is committed to recruiting diverse talent into the insurance and financial services industry and making sure they have the resources they need to succeed. After several years in sales, White took a job recruiting agents and fell in love with the industry. Getting Started.

Recruitment

NAIFA Advisor Today

JULY 31, 2023

Danny Mielneczek started his insurance and financial services career recruiting new advisors. After two years, he decided to pivot and became a financial representative with COUNTRY Financial.

Recruitment

NAIFA Advisor Today

OCTOBER 15, 2024

Rich Campbell 's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. Rich was recruited into the financial services industry over two decades ago.

Recruitment

NAIFA Advisor Today

JUNE 1, 2023

With more than 175 participants, the program featured top speakers sharing their experiences with diversity , how to recruit more diverse talent into the insurance and financial services industry, and strategies to reach underserved populations.

Recruitment

Nationwide Financial

DECEMBER 8, 2022

The group is also focused on attracting diverse talent who may not previously have considered a financial services career. These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services.

Recruitment

NAIFA Advisor Today

FEBRUARY 9, 2023

In the article, Ribuffo shares how she became a financial advisor to help women make informed decisions to ensure their financial security and why recruiting and retaining women and people of color in the insurance and financial services industry is crucial to serving the financial needs of Main Street USA.

Recruitment

NAIFA Advisor Today

FEBRUARY 8, 2023

Joe began his career in financial services with the Northwestern Mutual Life Insurance Company , eventually becoming a “Top 10 Mike Gish Qualifier” and a “Top 10 College Unit Director.” Joe Templin is the Co-founder and CEO of The Intro Machine , a training ecosystem for professionals who want to build an introduction-based business.

Recruitment

Trade Brains

SEPTEMBER 22, 2023

Operating Profit Margin (%) 18 Healthcare, retail, aerospace and defence, government, banking and financial services, engineering and construction, oil and gas, retail, travel and transportation, media, education, the automobile industry, and consumer electronics are just a few of the sectors Wipro supports. Stock P/E (%) 19.53

Portfolio Analysis

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

Financial Services

Harness Wealth

AUGUST 13, 2024

As Harness celebrates this achievement, the company remains focused on building better tax and financial services solutions for advisors & consumers, with the continued development of the Harness for Advisors platform as well as its consumer marketplace. For complete results of the Inc. For more information, visit www.inc.com.

Startup

eMoney Advisor

DECEMBER 15, 2022

4 When compared with the median annual wage for all workers with bachelor’s degrees, at roughly $69,000, it’s clear that the industry holds great potential for financial rewards. Financial Services Industry Trends. Are you looking to energize recruitment and boost staff retention for your practice?

Financial Planner

Inside Information

MAY 30, 2023

Finally, I have to think that if these BD firms are truly moving toward becoming advisory firms, they must be growing increasingly uncomfortable with their membership in the Financial Services Institute. It’s a ‘tell’ that belies the quotes that the credulous writers will display in their articles.

Communication

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. An index constituent must also be considered a U.S.

Assets

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. To my recruiter nanny, what she had to fire her suddenly one day.

Startup

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. I didn’t know a whole lot about markets or stocks.

Management

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. Their mainstay financial services practice, which was banking and equities, fell off a cliff. And that might give me some insight functionally into what I wanted to do next.

Recruitment

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. And quite frankly, I didn’t know what financial services was. RITHOLTZ: Right.

Clients

Trade Brains

NOVEMBER 26, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). It has a portfolio of popular internet domains for Online recruitment, Online Real Estate, Online Matrimony, and online educational services. Market Cap (Cr.)

Recruitment

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. So we have a pretty well tried and tested campus recruitment approach. So we have a tried and tested kind of campus recruitment approach. You have to finish the three years. I finished the three years. I qualified the following week.

Assets

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. So it was a great training ground to understand how, you know, theoretics went, went into the practical business.

Banking

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. And it began outside of financial services. Now, when I start to think about financial advisory work, I can’t think of a place where personalization isn’t already something that advisors are wrestling with.

Portfolio

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. You know, when you, and then we recruit, you know, we talk to people, young people always say, you probably haven’t even ever had a B on your report card. Is low, right?

Valuation

The Big Picture

APRIL 25, 2023

And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. RITHOLTZ: Right.

Compliance

The Big Picture

JULY 18, 2023

” And this person was doing recruiting at one of the big banks and she’s like, “Well, you need some interesting experience. Now what they’ve also done is they’ve worked really hard to build a real financial services sector there. You didn’t go to the right Ivy League school.

Investments

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients

The Big Picture

SEPTEMBER 5, 2023

And what is remarkable about some of the towns or cities in Florida is they now hire employees specifically to recruit CEOs from the Northeast who then will bring their companies to Florida. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services.

Sales