War for Talent Whitepaper

White Paper: War For Talent: An Innovative Approach to Confronting the Human Resource Challenge (PDF)

SEI conducted two surveys in 2007 to identify the most important factors influencing a firm's ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organizations, while the second study sought the opinions of RMs themselves.

The responses in the two studies are consistent in some ways, but there are important differences that highlight the challenges wealth managers face.