Whether you’re fascinated by AI or not, it is essential for everyone to stay knowledgeable about the newest AI tools that are enhancing companies’ competitive advantage. Today we’re diving into two exceptional AI tools that’ll help your company grow organically. Vanilla is an estate planning technology firm. They exemplify embracing AI to modernize [READ MORE]
While working as an RIA, flying solo isn’t always as cool as it sounds and many RIAs are joining forces as “advisor teams”. Studies have found rapid organic growth with advisor teams. Working as a team leads to a more diverse pool of knowledge, a better pool of resources, and higher productivity. Compared [READ MORE]
The early 2020s marked a turning point for the Wealth Management industry. After years of benefiting from a strong bull market and low inflation, recent years have brought significant changes for the sector. Dramatic shifts in the stock market, new rules and regulations, and clients who are more tech-savvy and informed than ever before [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]
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]
If you’re relying on demographic and behavioral data to segment your clients you may be missing the mark. Making general assumptions about a group based on general information may steer you in the wrong direction. For example, a common assumption is that pre-retirement clients want to be more conservative. However, some people in that [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]
