Publications

In the last decade, Allan Starkie has been asked to author articles relating to the Wealth Management Industry. A number of the articles are included below.

Family Wealth Report

The work of wealth management executive search firms is particularly challenging at the moment because of COVID-19, even with the two-way video and other technology that changes how people work. A recruitment specialist in the space considers the issues

Family Wealth Report

With current events acting as a brutal reminder about the importance of strong wealth management advice and guidance, it should also bring home the stark reality that the industry faces a talent shortage. The average age of advisors has been creeping up. With trillions of dollars of assets slated to change hands over the next few years as Baby Boomers pass on, there is a need for a new cohort of advisors to pick up the baton.  One person with plenty to say on these topics is Allan R Starkie, Ph.D., a partner at Knightsbridge Advisors, who has appeared in these pages before. Family Wealth Report recently spoke to Starkie about his views on the state of recruitment, talent management and development in the North American wealth industry. 

Family Wealth Report

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.

Family Wealth Report

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.

Family Wealth Report

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