Line of Succession – How DUAL-MONETIZATION(TM) and Other Succession Programs Attract Talent Young and Old
Succession programs are one of the most efficient ways for a firm to acquire young talent while honoring the work of the older advisor.
Advisor Pay Day – Are Wirehouses Breaking the Bank to Keep Advisors Happy or Is There Another Motive?
An interesting study was released this week by SourceMedia detailing advisor compensation plans for the $2 million producer. The study also included comparative reporting on the top compensation packages found at wirehouse, regional, and national firms.
Watch What They Do, Not What They Say – Where Are Financial Services Firms Putting Their Tech Focus?
Financial services firms are investing in technology, but it might not be where you would expect.
Changing Course: The Death of the Fiduciary Rule is Forcing Large Firms to Chart a New Path; INDUSTRY PERSPECTIVES FROM FRANK LAROSA
The death of the Fiduciary Rule is all but a foregone conclusion and its demise has put large firms in a position where they must create a new roadmap for the future when it comes to internal policies and procedures.
Technology is The New MVP of an All-Star Independent, RIA, or Hybrid Firm Team; INDUSTRY PERSPECTIVES FROM FRANK LAROSA
The playing field of financial services is changing and technology has proven to be the Most Valuable Player. At present, technology makes up around 25% of the S&P 500 and has become essential to how information is communicated, assimilated, and applied.
The Winds of Change – Female Advisors Are Making A Real Impact Within Wealth Management; INDUSTRY PERSPECTIVES FROM FRANK LAROSA
The financial services industry is finally taking note – women are a valuable advisor employee asset and an important component of a firm’s growth potential.
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