Are you confident you're getting the most out of your data? Does your firm struggle with seeing the big picture? Do you need to overhaul your advisor compensation plans? If any of these resonate with you, then join us at our upcoming webinar Leveraging Data in Raymond...
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...
Are you confident you are compensating your advisors for the right activities? Do you need to overhaul your advisor compensation plans? Are you looking for ways to improve advisor performance? If so, then join us at our upcoming webinar Leveraging Data For...
Are your back-office operations functioning as efficiently as they should be? Maybe you're unsure. Or perhaps, you've got a good idea that they're in need of improvement, but you're not sure where to begin, so you put off addressing it. Or, worse yet, you convinced...
Spreadsheet Dependency Dependency on spreadsheets exposes an wealth management firms 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...