Dan RichardsMark ParleeRichard Heinrich
Pt. 9: Driving client service with process and accountability
- By: Dan Richards, Mark Parlee, Richard Heinrich
- November 16, 2009 October 29, 2019
- 09:25
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Regulators seek boost in reporting thresholds to reduce small firm demands
Volatility boosts trading, underwriting, asset quality holds up
A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator
Talks aimed at ending U.S.-Iran war still uncertain