- Strategies around attracting, training up, and holding onto financial adviser talent are changing.
- A wave of US advisers are expected to retire in the coming years, and many firms are ill-equipped to fill their shoes with newbies, according to the industry research firm Cerulli Associates.
- Business Insider reviewed training outlines from some of the world’s largest wealth managers and spoke with executives about how new financial advisers are trained; how their programs have changed over the years; and how people joining their programs today can succeed.
- Succeeding early on as a financial adviser is notoriously difficult. Around three-quarters of adviser trainees in the read more >>>