It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. A survey of 1,009 people in January 2024, commissioned by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth [READ MORE]
It feels like the term AI, or Artificial Intelligence, is EVERYWHERE these days. Those who feel apprehensive about adopting more tech into their daily systems: we see you; we hear you, and your feelings matter…but change is happening, and it’s time to get comfy in the transition. The question is, are we ready [READ MORE]
Anyone with a smartphone and access to Google can invest their money, and they do…poorly. The hard lesson learned by new independent investors is that investing in the expertise of an RIA (Registered Investment Advisor) is a worthwhile investment. Hybrid firms are on the rise in 2024, and we need to talk about [READ MORE]
The phenomenon dubbed "The Great Wealth Transfer" is set to redefine the landscape of Wealth Management and estate planning. The baby boomer generation, which has seen remarkable economic growth and amassed considerable wealth, is now entering an age of transition. They're set to transfer an enormous ~ $84 trillion to younger generations by [READ MORE]
In the dynamic world of Wealth Management, the factors driving professionals to seek new opportunities are as varied as the individuals themselves. With over 40 years of combined experience recruiting within the industry, we at Windward have gained deep insights into what drives the sector’s top talent to stay or leave. In this article, [READ MORE]
This week, Open AI announced the latest upgrades to their flagship AI tool, ChatGPT. The upgrade introduces real-time web browsing capabilities which is a potential game-changer for businesses striving to keep pace with emerging trends and make data-driven decisions. It would seem many in Wealth Management are optimistic about the impact of AI [READ MORE]
Introduction In the traditionally male-dominated world of Wealth Management, a significant shift is underway. The demand for more women in key roles is increasing, as clients and companies recognize the perspectives and strengths that women bring to the table. Despite this, the representation of women in the sector remains disproportionately low - a [READ MORE]
In the traditionally male-dominated field of Wealth Management, a powerful shift is underway. Women are increasingly stepping into leadership roles, breaking barriers, and driving change within the sector. This transformation is not just beneficial for those involved, but it's also essential for the industry's future. The Current Landscape Despite the progress, women [READ MORE]
Landing your ideal role in a competitive sector like Wealth Management takes more than just having a strong resume. To help you stand out from the crowd and show interviewers the qualities they’re looking for, we have assembled our top interview tips, based on what we’ve learned as recruiters over the years. Research the [READ MORE]
Across multiple sectors, there has been an increased drive to merge and acquire as many small companies as possible, until these smaller ventures have all but faded from public memory. For the past 20 years, the financial industry has supported this idea, believing that the more they consolidate, the less competition they would [READ MORE]
