Good advisors present multiple reviews. There is the annual performance review many advisors deliver at the beginning of the year. There is a financial plan review, often focusing on progress to goals ...

When we think of performance reviews, we usually assume it’s all the manager’s job. We just wait for their judgment of our work. But performance reviews should be a collaborative process. You have the ...

AI is transforming performance reviews by helping employees highlight achievements and managers deliver balanced feedback. It's 11 p.m. the night before your annual performance review, and you're ...