For a Successor, Many Advisors Look Within
At the 2013 NAAIM Annual Conference, Kelli Cruz, a managing director at Pepin Consulting, addressed the importance of succession planning.
Best Practices for RIAs
Ready-to-use tools and templates encompassing five areas of human resources management: setting employee goals and objectives, performance management, career path development, staff motivation and leadership, and firm work environment.
Giving Women a Break
At close to 51 percent, women make up more than half of the U.S. population, yet a significantly smaller percentage works in the front lines...