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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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.


Guide to FINRA's Broker-Dealer Examination Process

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


How Leading Broker-Dealers Leverage Digital Technology

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


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.


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.


Recent Blog Posts

10 Best Podcasts for Financial Professionals
10 Best Podcasts for Financial Professionals

To say that podcasts have become incredibly popular within the past few years is an understatement. According to Edison Research, 74 million Americans listen to podcasts every week. Their popularity is largely due to the depth and breadth of content, from aviation to...

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