Terrapin Technologies’ Blog The latest from Terrapin Technologies’ blog. Insights, advice, and best practices to help investment services firms grow their business. Mutual Fund Direct Business — Is It Still a Viable Option for Broker-Dealers? read more Weighing the Benefits of Financial Advisor Teams read more How Audit Ready Is Your Incentive Compensation Program? read more How to Leverage Revenue Tracking Data to Drive Growth read more 3 Key Factors to Consider When Evaluating a Financial Technology System read more Tips for Effective Investment Program Management read more 5 Ways To Attract and Retain Millennial Advisors read more Customer Asset Tracking Compliance: Monitoring the Location and Status of Customer Funds read more 5 Reasons Why You Should Reassess Your Dependency on Spreadsheets read more How to Decrease Operational Risk with Incentive Compensation Management Technology read more Interactive Data Chart Compares Financial Advisor Payout Rates read more Eliminate Shadow Accounting with Incentive Compensation Management read more How to Prevent Single Points of Failure In Your Incentive Compensation Program read more Three Reasons Investment Services Firms Should Outsource Technology read more Key Trends in Advisor Compensation Plans read more 4 Ways to Improve Your Firm’s Month-end Close Process read more FINRA Compliance. Is Your Firm Prepared for its Routine Examination? read more Plan for Success: Advisor Compensation Research read more Talent Retention: 5 Best Practices to Retain Top-performing Advisors read more 3 Reasons to Focus on Financial Advisor Job Satisfaction read more FINRA’s 529 Initiative: Finding the Needle in the Haystack read more Ensuring Compliance with FINRA’s Trusted Contact Rule read more Delivering Innovative Solutions to the Financial Services Industry read more « Older Entries
