Insights Business Management

The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE Act 2.0. If it gains Senate approval, this new law would make it easier and more cost-effective for small employers to set up retirement plans. Wealth advisors have an opportunity to drive that discussion and expand into the qualified retirement plan …

This, friends, is where I actually started my blog post series before it expanded to a full week. This is where the rubber meets the road. Today, we’re going to chat about hiring, compensating, training and developing new talent in our industry. As a reminder, when I’m talking about “new talent,” I’m referring to recent …

In part one of this series, I made the case that WE – as current leaders in the financial services industry – are the root cause of our “pipeline problem.” In part two of the series, I outlined the groundwork that we all need to lay, as individuals and leaders within our firms, to start …

In my first blog post in this series, I was a pretty tough coach. My stance is that those of us in leadership positions in the wealth management industry are squarely to blame for what we like to call the “pipeline problem.” But I’m a problem solver, and so are you, and together we’re going …

For many, the path to financial services happens by accident, often as part of a career change. This is changing thanks to an increase in financial planning undergraduate programs, which have paved the way for a more formal pathway to the profession. The timing couldn’t be better: The industry needs professionals, and students have their pick of job offers. In today’s …

Warning: This article might seem harsh – but I’m not one to talk about problems without a solution, so it’s part one of a series that will also include actionable solutions. Stick with me. Leaders in the wealth management industry, we have gotten ourselves into quite the pickle. It appears there are simply not enough …

In this episode, Jamie and Ana talk with Bill Crager, co-founder and Chief Executive Officer of Envestnet. For more than 20 years, Bill has been the mastermind behind Envestnet’s efforts to bring financial wellness to a broader audience through tech. In addition, Bill leads the expansion of the firm’s innovative financial wellness network. With his …

Sustainable and socially conscious investing is not a new concept, but it’s gained traction in recent years. And if there’s anything the last few years have taught us, it’s that our voices can be heard when they’re brought together. Our voices are powerful, as is investing in our belief systems. My co-host Ana Trujillo Limon …

 In this episode, Jamie and Ana talk with Janet Alvarez, veteran financial journalist and the Deputy Business Editor at the Philadelphia Inquirer. For more than 15 years, she has served various media outlets, including Time, Reuters and CNBC, and advocated for financial literacy and democratization of personal finance. Janet talks with Jamie and Ana …

 In this episode, Jamie and Ana talk with Edgar Villanueva, founder of the Decolonizing Wealth Project and the bestselling author of the book “Decolonizing Wealth.” Edgar is a well-known expert on social justice philanthropy, and he’s done a lot of work to elevate and accelerate the understanding of healing and reconciliation in the wealth …

 In this episode, Jamie and Ana talk with Zach and Michael Conway from Conway Wealth Group and Seeds Investor. Zach and Michael are longstanding initiators of financial planning focused on not just wealth, but also health and life. Together they launched Seeds, a product aimed at enabling truly intentional, purposeful and personalized investing. Zach …