by Patrick M. Kelly | Mar 10, 2014 | Financial Recruiting Industry
[pullquote]Interesting times…[/pullquote] “2013 was a great year for the wealth management industry, and comp packages are more or less increasing across the board.” “That said, it won’t surprise anyone to learn that the rich are still getting richer—meaning...
by Patrick M. Kelly | Mar 5, 2013 | Financial Services Industry
As the economic outlook improves, grid payouts show stability and new incentives are being added to induce financial advisors to strive for more growth. As the four wirehouses unveiled their compensation plans for 2013, the changes all seemed to have one thing in...
by Patrick M. Kelly | Feb 11, 2013 | Financial Services Industry
[pullquote]before regulators turn you and your book into a sitting duck[/pullquote]As the debate over financial advisor compensation disclosure heats up, some advisors who have “thought” about switching firms are now looking at a move before the disclosure issue is...
by Patrick M. Kelly | Oct 17, 2012 | Compensation
How most financial advisors are paid at banks and credit unions has evolved from being based on recent production to being based on at least six months to a year of rolling averages, according to a recent study by Kehrer Saltzman & Associates. When Kenneth Kehrer...
by Patrick M. Kelly | Mar 9, 2012 | Compensation, Financial Recruiters
After reading the compensation rankings for advisory firms cited in my last blog article, see what our founder, CEO and President Bill Willis has to say in his article in the March issue of OnWallStreet. [pullquote]Have the firms gone too far with their huge retention...
