Nov 3, 2023 | Compensation, Study Groups
Trends in Advisor Compensation in Financial Institutions Even before Karl Marx laid it all out, there has been historical tension between labor and capital: who gets the larger share of the pie? The same holds for the financial advice industry: how much of...
Mar 22, 2023 | Advisors, Business Strategy, Compensation, Thought Leadership
The Importance of Advisor Tenure According to our proprietary database of 2,634 advisors in 151 banks and credit unions, financial institution-based advisors have been with their current firm for only 5.6 years. That is substantially less than the tenure of...
Apr 27, 2022 | Advisors, Bank BDs, Banks, Compensation, Credit Unions, Third Party BDs
Comparing the Performance of Advisors Employed by the Institution or Its BD Partner Financial institutions working with third party broker dealers face a choice of employing and managing their financial advisors or outsourcing the employment and management of the...
