Practice

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.

Cecilia Williams, chief compliance officer at Halbert Hargrove, explains why the firm offers its advisors a monthly incentive to live closer to the office.

Talent wars are pushing compensation packages higher.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

Here’s how one firm structured compensation in a fair and completely open way.

IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.

Filing early can be a smart move if seniors intend to continue working even on a part-time basis.