Operations Tag

Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs, Part 1
Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs, Part 1

We recently hosted a webinar titled: Leveraging Data For Compensation in LPL Bank and Credit Union Programs. With an excellent panel of experts, we discussed best practices with leveraging data for advisor compensation, including the following topics:  A look at key trends in advisor compensation planning. How technology can boost back-office efficiency and productivity. A […]

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5 Reasons Why You Should Reassess Your Dependency on Spreadsheets
5 Reasons Why You Should Reassess Your Dependency on Spreadsheets

Spreadsheet Dependency Dependency on spreadsheets exposes an investment services firm to risk, especially when they rely on spreadsheets for their business-critical functions (such as managing their incentive compensation program). If spreadsheets play an integral role in your daily operations and are part of manually intensive processes, then you should assess this dependency and its inherit […]

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