Private Ocean was named by InvestmentNews as a Best Place to Work for Financial Advisers for the second year in a row. Read the full release here.
The second annual survey and recognition program is dedicated to identifying and recognizing advisory firms that encourage and inspire employees to provide their clients with the best possible investment and financial planning advice. Private Ocean, along with the other 74 winners, was chosen based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“Fostering a healthy work and life balance is key to creating a culture that is supportive, flexible and aligned with our guiding principles,” said Susan Dickson, Chief Operating Officer at Private Ocean. “We are proud to be recognized again by InvestmentNews for our commitment to empowering our people to succeed while delivering the best possible service to our clients.”
“InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”