Staffing / Personnel

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    Marketing leaders invest 33% more than other advisers, Fidelity survey finds

    Marketing leaders invest 33% more than other advisers, Fidelity survey finds.

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    The right time to increase your firm's investment in staff and pay

    When people account for 70% of expenses, you can't afford to make compensation and staffing mistakes.

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    Getting your firm's employees to perform is about more than just compensation

    Advisory firms that outline clear objectives with measurable gains regarding staff performance and productivity tend to grow faster.

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    Focus Financial invests in $600 million wealth manager

    Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets.Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans to add to its ranks of financial advisers and extend its

  3. Articles

    Aspiriant's CEO: Give others the space to make mistakes

    InvestmentNews sits down with Rob Francais in our monthly 'C-Suite' series on management insights.

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    The hidden cost of reducing your practice's marketing budget

    Crunching the numbers proves it can cost advisers to scale back their marketing efforts

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    Advisory fees rise above 1% after bottoming in 2013

    Fee-based pricing on the upswing after falling for several years, making rising asset levels even more profitable.

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    Do you have what it takes to be a CEO?

    Take our quiz to see if your workplace habits line up with today's business leaders.

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    Forget personality tests, Edward Jones uses job simulation to assess potential hires

    Firm finds virtual assessments in which candidates perform key duties are better at determining retention.

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    The big succession planning questions RIAs need to answer immediately

    Determine the fate and future of your business before the regulators force you to

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    Goodbye wealth management, hello financial life management

    For professionals working with clients on life and investment choices, it's time for a new category to capture what they do.

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    Pay models evolve beyond 1% of AUM

    The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services.

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    3 unique roles for advisers on a team

    Well-defined job descriptions help a firm better serve clients and prepare for succession.

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    InvestmentNews 40 Under 40 now taking nominations for 2015 awards

    A winner from the inaugural season shares the difference it can make in an adviser's life.

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    How a uniform client service plan can help a fledgling firm grow

    As industry competition continues to rise, advisers must take steps to grow their businesses quickly and sustainably.