Top 5 questions asked by Xtiva customers and prospects

Jeff Marsden answers top questions Xtiva customers and prospects ask about incentive compensation, sales performance and technology in wealth management.

Mistakes advisory firms make with incentive compensation

Incentive compensation is among the most important aspects of the advisory business, but many firms are making mistakes that hinder their performance.

Top Reads on Incentive Compensation

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

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.

The Young & Talented: Steps to Attract Millennial Advisors

Understanding millennials and the distinctive qualities they bring to the workplace is essential for the long-term success of your business. Financial talent consultant Kelli Cruz recommends focusing on five key…

6 Myths about Advisor Compensation

Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense.