by James Pfeiffer | Last updated Jul 11, 2019
It is imperative that finance and sales leadership at investment programs understand the current research and trends in advisor compensation plans. The need to remain competitive is important for numerous reasons, but perhaps one of the most critical reasons is due to...
by James Pfeiffer | Last updated Jun 20, 2019
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...
by James Pfeiffer | Last updated Jul 19, 2019
SUMMARY In this Customer Success Story, learn how Terrapin overcame numerous implementation challenges when replacing a legacy technology platform for a Fortune 500 brokerage firm. THE CLIENT This Terrapin Technologies client is a leading nationwide brokerage firm. As...
