Matching enterprise wants with the human assets essential to ship wealth administration and monetary planning providers to purchasers is a vital operate of advisory agency managers. To be taught extra about how companies typically, and within the registered funding advisory house particularly, are managing their vital staffing wants, Wealth Administration IQ and Informa Join not too long ago performed a survey on behalf of Thrivent Advisor Community.
This white paper will study the important thing findings of that survey, exploring how companies dealt with staffing in 2022, what they see coming in 2023, efforts within the areas of range and inclusion, and a have a look at the challenges companies face in assembly their human assets wants.
- How advisory companies and practices strategy their staffing wants
- Agency Construction and possession
- Challenges and issues when hiring new advisors
- 2023 human capital outlook
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