Lessons from Fast Food: What Wealth Management Can Learn

Wealth management firms take a note from fast food companies when creating their compensation and performance plans.

5 Perks The Financial Industry Can Offer Top Performers

Wealth management firms can boost employee performance by showing support through these perks and benefits.

The Importance of Increasing Diversity on Your Team

Companies in every industry are reaping the benefits of workplace diversity. Don’t be behind the times - make the changes to increase diversity and inclusion on your team.

Winning HR Tactics For Sales Performance Management

Retaining top performers is a must for meeting your goals and excelling as a company. Here are our top strategies and tactics for growing sales performance management.

The Performance Graph (or why Xtiva loves Graph Computing)

To accomplish rebooting Sales Performance Management (SPM), Xtiva needed an approach that would integrate lots of disparate data, deliver powerful analytics, and be highly tailorable to each user or business…

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.

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.

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.

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.

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.

Rebooting Sales Performance Management in Financial Services

I’ve been around the financial services industry for quite a while, almost 30 years. I started as a front-line advisor, then worked in various brokerage operational roles, before I got…