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Morgan Stanley, UBS, and Merrill Lynch execs explain how to nab a spot in their next-gen adviser programs and make it through the ultra-competitive, years-long training process

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  • 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 >>>

    Source:: BusinessInsider.Com