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.

MoneyVoices

Allan Starkie discusses the decline in portability of asset management relationships and offers a more structured approach based on specificity and connectivity. The implementation of both should ensure that the portability assessments live up to expectations

Inside IMCA

This article by Allan Starkie speaks to the recruitment process of top-level advisors in a shifting industry and the various platform types that act as differentiators for candidates

MoneyVoices

This article discusses the surprisingly positive conditions and forecasts of the wealth management industry at the start of the 2008 recession despite the uncertainties that consumed the marketplace.

Private Asset Management

Allan Starkie’s article explores the shifting role of the wealth management sales force as it is forced to conform to the client-centric mold of the increasingly preferred advisory firms.

ABA Banking Journal

This article by Allan Starkie addresses the difficulties of how to measure the success of an institution’s sales force due to the lack of an identical platform to compare performance and offers an objective solution to this proble

Private Asset Management

This article by Allan Starkie argues that the “million dollar producer” remains a myth and should not be used as an industry benchmark. It goes on to discuss the pointlessness of attempting to compare the relative success of professionals from differing sales models based on annual revenue production.