Training may be a relatively behind-the-scenes process for the big-name companies we cover, but it’s a critical part of how firms stay competitive. It also happened to be a running theme in many of our stories this week.
Rebecca Ungarino spoke with Merrill Lynch head Andy Sieg, who explained how Bank of America’s massive wealth arm is opening up more development resources to its 6,500 client associates. That also highlights the evolving roles for full-fledged financial advisers, with the job changing from stock-picker to all-encompassing planner working on a team.
CAs help financial advisers out read more >>>