Cassaday & Company, Inc. has been awarded 3rd place in the mid-size companies category, and and 12th overall on the 2018 ‘Best Places to Work for Financial Advisors’ ranking by InvestmentNews.
Allison Felix, Chief Operating Officer at Cassaday & Company, accepted the award on behalf of the firm at the InvestmentNews awards luncheon on May 15th at the University Club in Chicago, Illinois. Felix was also a featured speaker for the event’s main panel discussion, “How unique compensation, staffing & growth strategies are creating winning cultures,” where she discussed Cassaday’s strategies for maintaining culture while the firm grows organically. (For panelist information and panel description, click here.)
InvestmentNews set out on the ‘Best Places to Work for Financial Advisors’ project to identify and recognize firms that empower employees to grow professionally and provide clients with the best possible investment and financial planning advice. This ranking is the first of its kind for the financial industry. This inaugural 2018 ‘Best Places to Work for Financial Advisors’ ranking included 50 firms from across the nation, ranging from small practices with fewer than 20 people, to large companies with hundreds of employees.
Firms were chosen based on employer and employee surveys asking questions about workplace culture, benefits and perks. InvestmentNews partnered with Best Companies Group, an independent research organization, to conduct surveys. Rankings were determined based on the voluntary information collected.
To see the full list or learn more about the award, click here.