Globe Advisor’s Post

Check out The Globe and Mail article by my Broadridge colleague, Donna Bristow, on the importance of attracting and retaining a new wave of talent in an era of hybrid work and evolving expectations as a generation of wealth management professionals retires. https://lnkd.in/eUad6NV7 #wealthmanagement #talent

Private equity firms can do more than just drive financial performance; they can transform workplaces into collaborative and inspiring environments. Learn how.

Dive into thought-provoking insights from the powerhouses of the wealth management industry Alex David Ed.D., incoming Chairman Emeritus of the Association of African-American Financial Advisors and CEO of Stifel Independent Advisors, accentuates the cardinal role of centering business operations around advisors. Meanwhile, our visionary Chairman, Christian C. Nwasike MFP®, MBA, JSM, CRA®, MSI Fellow™ , underscores the indispensable value of Diversity, Equity, Belonging, & Inclusion in HR policies for fostering growth and satisfaction. This article explores the vital elements driving satisfaction and productivity in leading firms a must read for everyone navigating the wealth management landscape. #DEI #inspiration #rolemodel #communityimpact #financialadvisors #retirementplanning #wealthmanagement #financialservices #equityandinclusion #leadershipdevelopment #ceomindset #assetmanagement Link to read the full article: https://lnkd.in/gPnSnDNs

https://lnkd.in/g7YZZtzh Finally, an ETF that bases its investment strategy on Human Capital Metrics! Increasingly with Workforce Planning and Analytics, there is greater transparency on how companies might be strengthening their "greatest asset" through development, talent management, engagement, purpose, culture etc. #development #investment #strategy #culture #engagement #analytics #talentmanagement #workforceanalytics

Private equity firms are realizing the paramount importance of human capital in driving value creation. Whether it's discussing recruitment strategies, talent retention, or how to improve employee experience – leaders are discovering the dividends when they invest in the “who.”   I recently contributed to this piece by Rob Kotecki in Private Funds CFO. Subscribers can read the whole article here: https://lnkd.in/eHyJH2Wf #privateequity #pe #development

Family offices are considering different sourcing models to overcome talent challenges. Learn how adopting a strategic approach to talent enables family offices to attract, retain and upskill people to drive value creation: https://rsm.ca/3pOI41i

Single and multi-family offices are a growing segment of the wealth management industry. A family office generally consists of a dedicated team hired to manage the family's (or families') complex wealth situations - investment decisions and deal sourcing, trust and estate advisory, financial administration, multigenerational planning, etc. My team often works directly with these families and their family office teams to help them access Morgan Stanley's unique investment opportunities and institutional resources. One of the institutional resources we bring to family offices is our intellectual capital. As an example...Morgan Stanley recently partnered with Botoff Consulting on a study to better understand compensation trends for family offices and provide context to help them run their businesses and manage their talent. The report sourced data across >400 family offices and highlights trends in long-term incentive compensation, remote/ hybrid work, executive diversity, and more. Shoot me a note if you are interested in a copy of the report or want to learn about how we can be a resource for your family and family office. #MorganStanley #FamilyOffice #Compensation https://mgstn.ly/3rYOk7B

Even the financial services industry is embracing flexible work. Is your company on board with this game-changing trend, or are they falling behind? Join the next generation of talent management before you miss the opportunity to capitalize on your investment. Read the report here: https://lnkd.in/eqYYCAvU #FlexibleWorkforce #FutureOfWork #TalentManagement #HumanResources

Pairing employee ownership with improved job quality isn't just a novel concept, it's a proven strategy for generating superior returns, even in private equity. Check out Ellen Frank-Miller, PhD’s article in ImpactAlpha for more on how broad-based employee ownership can impact financial results: https://buff.ly/3RwxruJ #Impactinvesting #PrivateEquity

Optimizing human capital is key to success in today's competitive market. This 3Sixty Insights' research note demonstrates a PEO's value to private equity firms by managing HR operations and fostering a talent-driven approach. Explore how partnering with a PEO like Insperity can lead to superior productivity and revenue growth. https://hubs.la/Q02B0QsL0 via Dylan Teggart