Spending too much time digitally connected to the office makes it challenging to relax and recharge, yet the desire to be responsive to clients typically outweighs any of those concerns for financial advisers.
“It’s a weird time in our lives where the same device we’re using as an
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Honoring the 2020 and 2019 InvestmentNews Women to Watch for their achievements and dedication to improving the financial advice profession.
Avan recently became SVP and head of global women's and under-represented talent strategy, global human resources for Bank of America.
More than 100 individuals were named on the short list for awards in 16 categories; the winners will be announced on Sept. 9.
Most advisers still charge AUM-based fees, but that's not likely to be the case in 10 years, according to Bob Veres. Some advisers are now experimenting with alternative fee models.
Business development expert Robyn Crane believes financial advisers need to be taking advantage of this unique time.
