How to Keep Valued Employees Happy and Loyal

Three years ago, one of the 11 wealth management advisors working at Albert Zdenek Jr. ’s 35-year-old New York City and Princeton, N. J. –based Traust Sollus Wealth Management left for another job. Recently, Zdenek finally hired a replacement after two previous tries. But since he only looks for CPAs, filling the spot hasn’t been easy, and he’s wondering how to make sure no one else leaves the practice. “You just can’t replace these people overnight,” says Zdenek. At the moment, compensation involves three parts: There’s a salary; a bonus plan through which people can earn 10 percent to 20 percent of their base compensation—the bonus is dependent on advisors meeting their own goals, plus the company achieving its objectives; and a sales incentive program through which they earn an annual percentage of money realized from new accounts they bring in or services they sell to clients.

Category: Wealth management


Jim Hagemann Snabe soll neuen Siemens-Chefaufseher werden

01. 02. 2017 DPA Jetzt offiziell: Jim Hagemann Snabe soll Gerhard Cromme an der Spitze des Siemens-Aufsichtsrates ablösen Der Siemens-Aufsichtsrat hat sich für Jim Hagemann Snabe als neuen Chefaufseher des Elektrokonzerns ausgesprochen. Im Anschluss an die Hauptversammlung Ende Januar 2018 soll Snabe zum Nachfolger von Gerhard Cromme gewählt werden, dessen Amtszeit dann endet, teilte Siemens am Mittwoch zum Aktionärstreffen in München mit. In seiner Sitzung am Vorabend habe der Aufsichtsrat die entsprechende Empfehlung des Nominierungsausschusses "zustimmend und einvernehmlich" zur Kenntnis genommen.

Category: Wealth management


Meet the Team

Jim Gasparello, Principal, Director of Wealth Management Jim oversees Cabot’s wealth management services division. His primary focus is helping clients develop an appropriate asset allocation strategy and working directly with those clients to guide them while monitoring and evaluating their strategy in light of their financial goals and needs. Jim leads Cabot’s team of trusted advisors and works closely with other members of the Cabot team. He also works with other professionals to provide clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning, and risk management strategies.

Category: Wealth management


Financial Advisors in Monaco Wealth & Business

MWM Monaco Wealth Management Toggle navigation 27. 37% Established 2013Reg. number 13P08024 LocationARGENTUM74, BD D'ITALIE 98000Monaco Phone +377 93 25 87 97 E-mail info@argentum. mc Website www. argentum. mc Banking Work (incl. Paymaster and Escrow)Corporate Structuring (incl. Offshore)Business Advice/StrategiesLegal and Tax ConsultancyFilm & TV Packaging & RepresentationResidency Services (Monaco/World - incl. Property Consultancy) ArgentuM is a Monaco-based company led by an experienced commercial and media lawyer specialised in international business, banking, legal and IT consulting.

Category: Wealth management


USAA Asset Mgmt: Asset Allocation Analyst job with USAA Asset Management | 8846279

IMPORTANT: External Applicants – When filling out your name and other personal information below, DO NOT use any special characters or ALL CAPS. Use only standard letters in the English alphabet. Including special characters or all uppercase letters will cause errors in your application. We are currently seeking talented Asset Allocation Research Analyst for our San Antonio, TX facility. The Asset Allocation Research Analyst conducts fundamental analysis of various asset classes in diversified portfolios, focusing on factors such valuation, macroeconomics, microeconomics, momentum, demographics, earnings, liquidity.

Category: Wealth management


Jersey Boys: A Class Act in Wealth Management

Sunday, Jul. 05, 2015 - by Jude Scinta As Curtis and David Krietzberg prepared to launch Krietzberg Wealth Management in 2005, their mother expressed her greatest concern – as her sons navigate through this new journey of building a business together, will they remain as close as they were while growing up? Some ten years later, all is fine between Curtis, a Chartered Financial Analyst (CFA), and older brother David, a Certified Financial Planner (CFP®). In fact, not only are the brothers still close, but so are their children, who often spend time together on weekends.

Category: Wealth management


Morgan Stanley

Talented, intelligent and passionate people have made Morgan Stanley the firm it is today. If you want to work with and learn from the best in the business, there’s no better place to start. When you’re ready to advance your career, team up with global thought leaders, and make a real difference in the world, you’re ready to work with Morgan Stanley. Search for opportunities Our Financial Advisor Associates are the lifeblood of the firm, and our experienced Financial Advisors are the beating heart. It’s time to take your business to another level.

Category: Wealth management


Megawealth Our Team

May Lam is the Managing Director of Mega Wealth Property Agency, overseeing the strategic direction of this company with an international reach. With a team of employees and partners across Hong Kong, China, the United States, and other countries, she has built a solid network that enables her to develop a wide range of real estate and financial products within the company. Before founding Mega Wealth, she held executive positions in the real estate and wealth management industries for 20 years, including serving as a director for the reputable investment bank UBS where she had managed billion-dollar assets for a variety of clients in both wealth accumulation and business expansion.

Category: Wealth management


Pilot's wife sues 5 companies in fatal 2015 air crash

April 10--CHICAGO -- The wife of the pilot killed in a 2015 plane crash that killed six other people after it was unable to land at Central Illinois Regional Airport has filed a lawsuit against five companies allegedly involved in the maintenance, testing or repair of the aircraft. Ami Hileman, widow of Tom Hileman, filed the lawsuit seeking unspecified damages in Cook County Circuit Court on Thursday, one day short of the second anniversary of the fatal crash. Killed along with Hileman were Torrey Ward and Aaron Leetch from Illinois State University's athletic department; Scott Bittner, owner of Eureka Locker Co.

Category: Wealth management


The Private Bank Office Directory

Wells Fargo Private Bank has offices in 40 states and the District of Columbia. Our offices are staffed by relationship managers ready to address a complete range of wealth management needs. If you don’t see a city near you listed, please call us at1-888-715-0380 . City Phone number Birmingham 205-877-5800 Huntsville 205-877-5800 City Phone number Anchorage 907-265-2147 City Phone number Scottsdale 480-348-4820 Tucson 520-529-5924 City Phone number Bakersfield 661-637-2624

Category: Wealth management


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