Xtiva How To: Set Up Alerts for the Internet

Learn how to set up alerts and never miss out on a piece of news again with Alerts that go straight to your inbox!

What Clients Want to Know: Questions a Wealth Manager Should be Prepared to Answer to Win New Business

Well-prepared clients looking for a new financial planner or wealth manager have good questions – and here’s how to have good answers.

The Destination is Maximum Advice

What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?

The DOL Fiduciary Rule is Dead; Long Live the DOL Fiduciary Rule

Fifth Circuit Court’s decides to vacate the Department of Labor’s fiduciary rule, yet fiduciary advice is stronger than ever.

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

10 Ways Advisors can Prosper in the new Wealth Management

Here’s how advisors need to adapt their practices so that they can not only survive, but thrive, in the new wealth management industry.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

Year of the Advisor: Takeaways from 2018 T3 Advisor Conference

Advisors need to stop worrying about technology and embrace it. This and other key takeaways from the T3 Advisor Conference.

Top Posts of 2017

As we look ahead to 2018, here are our 5 top posts from 2017.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.

10 Takeaways from The Market Counsel Summit 2017

South Beach in November – check. My favorite Twitter follow, Josh Brown – check. First class speakers and great, topical information – CHECK MATE! The Market Counsel Summit 2017 was awesome, and for those of you who couldn’t make it, I’ve pulled together my key takeaways. Preconference: T3 Elite Advisor Symposium You know that sinking […]

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch’s recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.

Top Takeaways from the T3 Enterprise Conference

Top takeaways from the 2017 T3 Enterprise Conference in Las Vegas, by Xtiva CEO Tom Moysak.

Time to Rethink Your Firm’s Compensation Plan?

As we enter fall and the fourth quarter, you may be pondering a change to your compensation structure for next year. This article by Kelli Cruz can help.