15 Oct Legal Issues to Consider When Recruiting Part 1: Age Discrimination

Posted at 17:10h in Hiring Managers, Video Blog

When interviewing candidates, employers must be careful not to ask questions that violate the Age Discrimination in Employment Act. View Open Positions Schedule a Consultation Today we’re excited to share the first installment of our two-part series on the legal issues to be aware of when recruiting candidates....

19 Sep How to Hire a Lead Advisor with a Book of Business

Posted at 16:45h in Video Blog, Hiring Managers

How do we find candidates to hire that are able to bring portable assets with them? View Open Positions Schedule a Consultation Most firms have strong non-solicits in place these days, especially large ones such as UBS and Wells Fargo Advisors. If this is the case, then why do...

11 Sep Earning Your MBA vs. Earning Your CFA

Posted at 17:02h in Video Blog, Career Development

When it comes to earning your certifications, what merits do an MBA and a CFA have? Which should you earn first? View Open Positions Schedule a Consultation What is the difference between earning an MBA and earning a CFA? Which should you earn first? They’re both obviously fantastic degrees and...

14 Aug Where (and Where Not) to Find Top Talent

Posted at 17:26h in Video Blog, Hiring Managers

Where’s the best place to recruit new talent for your Multi-Family Office or RIA firm? Allow us to shed some light on this common, yet essential, question. View Open Positions Schedule a Consultation The question of where to find talent is one we receive all the time. Many assume...

19 Jul Wealth Advisory Recruitment – How Long Should It Take to Fill The Role?

Posted at 19:18h in Video Blog, Hiring Managers

As the first installment into our new series, today we are going to talk about how long it should take to fill your open wealth and investment management positions, whether for a typical Financial Advisor or Portfolio Manager type search, or for an executive leadership...