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Compensation
Voices
5 steps to a fair RIA compensation plan
Kelli Cruz
Founder & Managing Director
Cruz Consulting Group
Labor costs often make up the largest expense for firms. Follow these approaches for an equitable and rewarding structure.
Do over? Nearly half of advisors would opt out
Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.
Voices
My dystopian wirehouse nightmare
Mark Elzweig
President
Mark Elzweig Co.
If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?
Voices
5 steps to build a stronger firm
Kelli Cruz
Founder & Managing Director
Cruz Consulting Group
Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.
What the new tax law means for investment advisory fees
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
Best pay for the $2M advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
Best pay for the $1M advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
A fix for the gender savings gap
Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.
Best pay for the $600K advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
Best pay for the $400K advisor
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
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