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. ...
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. ...
Allan Starkie discusses the factors contributing to the overall slowing of the recruitment process for hiring in the wealth management industry, notably that of exhaustion in multiple contexts. ...
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....
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....
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. ...