by James Pfeiffer | Last updated Aug 9, 2019
Understanding the Operational Risks Caused by Manual Incentive Compensation Processes Managing and leading an investment services firm is an enormous responsibility. Top challenges include: Growing the firm’s revenue while keeping overhead in check. Ensuring that...
by James Pfeiffer | Last updated Aug 1, 2019
How much time does your advisor team waste on shadow accounting? In the world of incentive compensation, shadow accounting is the process in which a salesperson tracks their production separately, creating and maintaining a parallel record so that they can...
by James Pfeiffer | Last updated Jul 31, 2019
Do any of these sound familiar? “We better not lose John, or we won’t be able to pay our advisors for weeks.” “No one can cover for Jane, and no one wants to learn pivot tables.” “John plans his vacation around month-end closing.” If so, then your firm has a single...
by James Pfeiffer | Last updated Jul 26, 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...
