By Sherrie Haynie | July 30, 2021 Sherrie Haynie, Director of US Professional Services for The Myers-Briggs Company, leads Practitioner Development and Consulting Services. We’ve heard a lot over the last few years about developing more inclusive company cultures. Most will agree that this is a worthy goal, yet we struggle to achieve it. In its study, Gartner found… View Article
MSR & Clients in the News
By Nicole Casperson | July 29, 2021 AssetMark Financial Holdings, Inc. reported a 33.8% increase in assets under management following the platform’s recent pivot to offer products to a wider breadth of registered investment advisers. As part of AssetMark’s second-quarter earnings Wednesday evening, the turnkey asset management platform reported its AUM clocked in at $84.6 billion while 5,500… View Article
By Ian Wenik | July 29, 2021 The turnkey asset management program provider is reaping the benefits as advisors move away from commission-based relationships. Fee-conscious advisors, historically a drag on AssetMark’s performance, proved to be a benefit in the second quarter of 2021.The turnkey asset management program provider recorded record net inflows of roughly $2.2bn in the… View Article
By John Hackston | July 27, 2021 When it comes to salaries, women get a bad deal. In 2020, women earned just 81 cents for every dollar earned by men. And although the statistics have not yet been finalized, it seems likely that the COVID-19 pandemic is going to make things worse. The added burden of childcare in… View Article
By ERNIE SMITH | July 27, 2021 After more than a year of virtual meetings, it’s going to be a little tough for people to readjust to in-person events—even those who identify as extroverts. Read on for some planning tips that can make the transition easier. The in-person meeting has traditionally been seen as the realm of… View Article
By Joe Innace | July 26, 2o21 In 2020, assets managed by SEC-registered investment advisory (RIAs) firms increased by 13.2% to $110 trillion, while the number of advisors grew by 2.9% to 13,880, according to the July-published “Investment Adviser Industry Snapshot 2021” from the Investment Adviser Association and National Regulatory Services. The report notes that over… View Article
By Christopher Elliott | July 21, 2021 It’s the biggest travel question of the summer, and maybe of the year: When will travel go back to normal? We’re not there yet. Travel restrictions remain in place. Prices are unpredictable. And people are nervous. “I would not call this normal,” says Sertan Kabadayi, a marketing professor at… View Article
By Christopher Elliot | July 21, 2021 ‘It’s the biggest travel question of the summer, and maybe of the year: When will travel go back to normal? We’re not there yet. Travel restrictions remain in place. Prices are unpredictable. And people are nervous. “I would not call this normal,” says Sertan Kabadayi, a marketing professor at Fordham… View Article
By: eWEEK EDITORS | July 19, 2021 People of certain personality types tend to gravitate toward certain careers. Such is the case with CIOs, and this gives us insight into their common behaviors and thought patterns. For today’s CIOs, self-awareness of personality aspects that have served them well, and those that may hold them back, is critical…. View Article
By MICHAEL SEGOVIA | July 16, 2021 The MBTI instrument is one of the top tools for workforce training and development, and is used by governments, universities, and the majority of the Fortune 100. When it’s used the way it’s intended to be used, it is fit for purpose. But according to Michael Segovia, a Master… View Article