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]
As we approach 2024, the world of Wealth Management is set to undergo significant changes. In this article, we'll delve into key developments that are shaking up the industry. From the rise of technology-savvy investors to the increasing importance of sustainable investing and personalized Wealth Management—there is much to discuss. We'll also touch [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]
With the pandemic waning, many fields are calling for their work-from-home employees to return to the office. For instance, according to a 2022 global study from Microsoft, 50% of business leaders reported that they want their workers back in the office. Yet, in that same study, 52% of workers stated that are seeking out [READ MORE]
From first-time investors to celebrities, and small brands to international venture capitalist firms, NFTs are quickly evolving beyond the status of niche commodities and into immense capital opportunities that have the potential to completely reshape the financial industry. In 2021 alone, NFTs grew 21,000%, with trading hitting $17.6 billion and it is expected by [READ MORE]
The wealth management industry is no stranger to incentive pay. Traditionally, the incentive compensation structure was simplistic, focused on advisors, and based solely on revenue. Now, firms have a myriad of choices when designing an incentive pay structure for the whole financial team. Let's explore some of the benefits and pitfalls of incentive compensation. [READ MORE]
