Data Foundations for Wealth Management 101
As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather it is now core to it.
August 10, 2020
Tips for a Successful ‘Remote’ Wealth Management Operations Team
Learn how your team can perform great while at home.
May 28, 2020
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.
March 26, 2019
5 Perks The Financial Industry Can Offer Top Performers
Wealth management firms can boost employee performance by showing support through these perks and benefits.
February 25, 2019
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.
December 10, 2018
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.
October 24, 2018
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…
October 1, 2018
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.
June 18, 2018
The Destination is Maximum Advice
What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?
April 12, 2018
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.
March 15, 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.
March 6, 2018
Robo-Advice and the Great Reckoning
A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.
February 20, 2018
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.
November 1, 2017
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…
October 19, 2017