The wealth management industry's high-stakes strategies around attracting, training, and holding onto financial adviser talent are quickly evolving.
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| |  | The wealth management industry's high-stakes strategies around attracting, training, and holding onto financial adviser talent are quickly evolving.
The average financial adviser in the US isn't long from retirement, and it hasn't been easy for the largest firms to fill their shoes. Business Insider has been tracking these trends, and we recently reported out two features highlighting how they're playing out on the ground.
First, Rebecca Ungarino interviewed six early-career financial advisers about how they've found success at Merrill Lynch, Wells Fargo, and Morgan Stanley; navigating life and overseeing hundreds of millions of dollars in a fast-changing industry.
And in a new deep dive published this morning, she took a look at how UBS, Merrill Lynch, and Morgan Stanley are thinking about their own massive, complex, and highly competitive training programs at a crucial moment for them.
"You have more advisers leaving the industry than we've been able to attract, and at the same time, you have wealth being created at a rate faster than we can even pursue," Jeff Tucker, Morgan Stanley's head of financial adviser associate sourcing and development, told us.
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