Biggest pet peeves from wealth management firms when interviewing candidates: Eddy Ricci, Jr., CFP ®, CEPA ®: No thank you emails after the interview! Many clients are

What is your firm process for determining the next hire? Eddy Ricci, Jr., CFP ®, CEPA ®: Getting insight from the current team members is

What do independent practice owners tell you are the most important non technical characteristics when they are hiring for investment ops or client service roles?  Eddy Ricci,