-
Staffing and compensating a financial planning practice starts with the right model.
March 26Napier Financial -
Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.
June 21 -
There’s a lot to be said for being lean and mean.
April 3 -
Why RIAs are focusing on firm success rather than individual performance.
April 1 -
About 63% of industry professionals say they’re interested in working for a new firm.
March 27 -
Bringing on new employees can spur growth, but can also complicate compensation structures.
February 8 -
AUM, revenue and client base growth are soaring, but advisors must remain vigilant.
August 9 -
Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.
April 2Cruz Consulting Group -
-
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.
November 29Financial Planning