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
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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Fall 2022 Advisor Compensation Planning Webinar
Learn how to fully leverage advisor compensation planning to achieve your strategic business outcomes.
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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
2023 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.
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.
Guide to FINRA's Broker-Dealer Examination Process
Learn four proven ways to prepare for a FINRA routine examination – according to leading compliance experts.
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.
Recent Blog Posts
Scaling Your Wealth Management Firm: Key Steps to Success
In the midst of a rapidly evolving financial advice industry, scaling your business is a crucial goal that requires careful planning, strategy, and execution. While scaling entails growth, scaling is more than just growing your business. Scaling refers to the process...
Data Quality Management Basics for Wealth Management Firms
In today's data-driven world, wealth management firms are grappling with an immense amount of information. Account data, revenue tracking, financial instruments, and regulatory requirements all contribute to the mountain of data that must be efficiently handled and...
Building a Data-Driven Culture in Wealth Management Firms
In this digital era, where information is abundant and technology is constantly advancing, it is imperative for wealth management firms to embrace a data-driven culture. By doing so, they can unlock the power of data and use it to their advantage, making informed...
Webinar Recap: Turning Direct Business into a Strategic Asset
Many wealth management firms engage in some form of direct business. Direct business encompasses everything from managing pre-existing held-away assets to actively conducting business directly with providers outside the primary brokerage platform. Yet there is a...
Terrapin Technologies Sponsors 2023 Annual Industry Checkup
Announcing: Terrapin Technologies Sponsors Kehrer Group’s 2023 Annual Industry Checkup. Minneapolis, M.N. – May 4, 2023: Terrapin Technologies today announced the launch of the 2023 Annual Industry Checkup by the Kehrer Group. Terrapin is once again a proud sponsor...
Upcoming Webinar: Turning Direct Business into a Strategic Asset
In our upcoming webinar, Turning Direct Business into a Strategic Asset, we'll delve into the advantages and challenges of the direct business model, exploring ways to transform it into a strategic asset. Industry data shows that one-third of assets in bank-based...
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Advice, resources, and thought leadership for wealth management firms. Grow your knowledge and your business.