Allan Starkie PhD, a partner at Knightsbridge Advisors writes about the kind of considerations that need to be held in mind when assessing advisors, including in the process of M&A deals where wealth management firms are in play.
This article discusses fundamental changes in the compensation models throughout the wealth management industry in this op-ed featured in the November/ December 2015 newsletter from Investment Management Consultants Association (IMCA).
Here is part two of a guest article about compensation trends within the wealth management industry. It reflects the presentation he made earlier this month at the annual American Bankers Association, Wealth Management and Trust Conference
Here is part one of a guest article about compensation trends in the wealth management industry. His insights reflect the presentation he made earlier this month at the annual American Bankers Association, Wealth Management and Trust Conference.
This article explores the current trends of the wealth management industry including the recruitment of client-facing professionals with portability and real production records, the increased frequency of team lift-outs, and the attractiveness of acquiring RIAs in an effort to increase assets immediately.