Partner compensation

Staffing and compensating a financial planning practice starts with the right model.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

There’s a lot to be said for being lean and mean.

Why RIAs are focusing on firm success rather than individual performance.

About 63% of industry professionals say they’re interested in working for a new firm.

Bringing on new employees can spur growth, but can also complicate compensation structures.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

Talent wars are pushing compensation packages higher.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

It’s tremendously rewarding to help people make smart decisions about their wealth.

RIAs are exploring new ways of compensating their advisors, just in time.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

Planners must have a strategy and compensation plan to keep employees engaged and grow their firms.

New capital from outsiders is adding $50 million to the RIA's war chest.

Beacon Pointe’s latest deal puts the wealth manager over the $2B AUM milestone, and it’s eyeing new markets.