Here’s an important point made by Cooley’s Luci Altman during this 29-minute video we recently blogged about: “If you are onboarding a new director ...

Using a checklist or onboarding template can help financial advisors organize the steps in the onboarding process. There are internal firm documents, external custodian or broker-dealer forms and ...

Schedule training sessions and onboarding meetings to help the employee(s) learn about their role, the company culture, and the tools they'll be using. Here is a list of mandatory and access-based ...

Employee onboarding sets the tone for a new joiner’s experience with an organization. Studies show that employees who were satisfied with their onboarding experience were more than likely to be ...