Wealth Management Insights

Nearly every firm we know has — or is in the process — of evolving its workplaces in order to recruit and retain key talent and grow their business. See what one of the world’s leading consulting firms has to say on the matter.

Looking ahead to 2023, what does your wealth management firm’s ideal space-of-the-future look like and how close is that environment to what you currently have? Chances are it’s pretty different.

A common perception among many wealth management firms is that there is little, if anything, they can do to improve their current office lease before renewal. Turns out, that’s a costly mis-perception.

The battle for recruiting and retaining employees has never been tougher. While financial firms are developing innovative new ways to accomplish this, there is one approach that (still) works better than most others.