Tips from top RIAs: Jon Yankee
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
The InvestmentNews Research Team: recently completed a successful series of workshops based on the results from the InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms. Learn some key business management tips from top-performing advisory firms who participated in these workshops.
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee,partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
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