4 Ways to Improve Your Firm’s Month-end Close Process

4 Ways to Improve Your Firm’s Month-end Close Process

The month-end close process for broker-dealers is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly executed procedures can be detrimental to a firm. Making...
Plan for Success: Advisor Compensation Research

Plan for Success: Advisor Compensation Research

Get the latest in Advisor Compensation Research As advisor compensation models continue to evolve it’s critical to stay abreast of the current trends. The Kehrer Bielan 2018 Advisor Compensation Study consists of an analysis of trends in the structure and...
3 Reasons to Focus on Financial Advisor Job Satisfaction

3 Reasons to Focus on Financial Advisor Job Satisfaction

Discover How Satisfied and Engaged Financial Advisors Will Boost Your Firm’s Bottom Line Numerous studies show that an engaged workforce translates to a higher bottom line. This is no different for financial advisors — sales performance management is more than...

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