In recent years, a growing number of wealth managers and financial advisors are adopting a team-based approach to running their practices, which provides them with opportunities to drive growth by ...

Solo practitioners continue to make up the majority of firms in the wealth management industry, but team-based operations dominate in terms of services and assets ...

It's often said that financial advice is a contact sport. And for practices to successfully compete and win, they've got to also treat it as a team sport, according to new research from Cerulli. The ...

Forbes contributors publish independent expert analyses and insights. Scott Hutcheson teaches leadership at Purdue University. Jan 21, 2025, 08:00am EST Organization chart showing hierarchy structure ...