Resources

Advice, best practices, and thought leadership for wealth management firms. Grow your knowledge and your business.

Featured Customer Stories

United Brokerage Services Turns Direct Business into a Strategic Asset with Terrapin

Learn how Terrapin supports United Brokerage Services’ direct business model paving the way to consistent and scalable growth.

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Automating Compensation Enhances Back-Office Productivity for Northwest Financial Advisors

Discover how Terrapin’s compensation management solution enhances productivity for this nationally recognized wealth management firm.


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Fulton Financial Streamlines Commission Processing With Terrapin Technologies

This case study explores how compensation management software streamlined commission processing for Fulton Financial Advisors.


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Upcoming and Recent Webinars

Top Priorities for Wealth Management Leaders in 2024


Learn key perspectives on the current trends, what to expect in the upcoming year, and how to plan ahead.

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Turning Direct Business into a Strategic Asset


Explore the challenges and advantages of the direct business model, and learn ways to leverage this strategic asset.

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Best Practices in Financial Advisor Succession Planning


This webinar explores industry trends, effective models, and the role of technology in financial advisor succession planning.

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Guides

Kehrer Group Annual Industry Checkup

2024 Annual Industry Checkup from Kehrer Group


The Annual Industry Checkup provides year-over-year and long-term trends in banks and credit unions selling investments, advisor headcount, productivity, and their implication for the coming year.

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Data Quality Checkup for Wealth Management Firms


Free data quality checkup tool to help you evaluate the health of your data quality. This online checkup provides a score, summary of results, and guidance.

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Guide to FINRA's Broker-Dealer Examination Process


Learn four proven ways to prepare for a FINRA routine examination – according to leading compliance experts.

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How Leading Broker-Dealers Leverage Digital Technology


Discover three key ways digital technology helps retain top advisors and boost profits.

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Mutual Fund Direct Business


“Is mutual fund direct business a viable option for our firm?” remains an important question for broker-dealers to ask. This guide provides a framework to help find the answer.

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Advice, resources, and thought leadership for wealth management firms. Grow your knowledge and your business.