It’s possible to shift your culture to show that you value the people in your organization. Listen to what your employees are asking for; follow up by asking them clarifying questions. Assess energy levels continuously. Encourage their willingness to share opinions, and reward them for stepping up.

Most people in commercial banking would agree on the importance of serving clients better. They offer more tools, better data analysis, or gimmicks to capture interest. Financial apps and flexible banking hours are helpful but building a successful portfolio for affluent and high-end net worth clients comes down to one essential thing: relationships.

Working remotely doesn’t have to feel like working in a silo –especially when your advisors work across multiple time zones and many states.

Hiring exceptional private client advisors for your financial firm is a smart move, but if you were to ask ten people what skills they would want to see in their private client advisors, all ten might have very different answers.

Private client advisor salaries have been steadily increasing in the last few years, but the pay can vary significantly.

Client onboarding is less about managing wealth and more about building relationships.

Wealth management advisors take note because a new group of clients is emerging in the private wealth management industry: women.

If you want your firm to win, you must provide private wealth management candidates with a career path. Today's candidates will help you achieve your goals if you're willing to help them achieve theirs.

Multi-faceted challenges and demands of commercial banking have changed the industry. Employers have discovered that a generous salary isn't enough to seal the deal when recruiting top talent. Today, commercial banker candidates want more than a paycheck; they want to be part of a team where they can have flexibility [...]

Over the past decade, the banking industry has made tremendous strides in establishing secure and convenient technology solutions like online and mobile banking, chip technology, and touchless banking platforms. In 2020, as the global economy faced unprecedented challenges, the industry got a significant push to accelerate its investments in digital [...]

Ultra-high net worth individuals experienced significant loss due to the COVID pandemic. Reports that billionaires added profits to their holdings may be partially accurate, but overall, many lost wealth. The cost to them has been estimated at more than $100 billion. Attacked on several fronts, including health and wealth, these [...]

We’ve learned a lot from the COVID pandemic. The disease can strike anyone, and the hour of death is uncertain. Family dynamics can change in an instant. As a result, many people have reoriented their priorities by redefining work-life balance. For others, it’s putting family first to insulate them from [...]