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Kaizen Recruitment recently hosted a Funds Management Executive Roundtable discussing several key issues facing funds management business leaders. Kaizen Recruitment has consistently identified a gap in the sharing of information across funds to address business pain points and had facilitated this event to support leaders in addressing some of these challenges amongst their peers. We…

Diminished Adviser numbers, increased client referrals, Adviser experience gaps, business mergers, book purchases, compliance burden, licensee costs, business exits, and a wide array of other structural and strategic business changes have been key points raised in conversations these past 12 months. It is not news to wealth management firms that securing new talent and retaining…