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.
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. ...
Allan Starkie discusses how the investment advisor of the near future needs to be proficient in a formidable number of products and services to orchestrate the holistic delivery of comprehensive wealth 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. ...
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 problem...
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. ...