Incentive Compensation Management Trends

How your firm performs in achieving its strategic business objectives is the result of many factors, but few are as important as your advisor incentive compensation plan. With so many…

What Advisors Really Don’t Like About Their Incentive Compensation Plans

Here are six things advisors don't like about their firm’s incentive compensation plans and how these issues can impact the achievement of performance objectives.

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.

The Destination is Maximum Advice

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

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.

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 Reads: Tech & the Future of Wealth Management

As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly…

How Wealth Management Can Survive a 40 Basis Point Future

The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a…

When Your Tech Problem Looks Like a People Problem: What…

Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.

Glossary of Reactive Software Systems

At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system architectures in the financial services industry. Find out more about…

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…