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…

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…

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales,…

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…

Financial advisors: 5 trends that will change the way you…

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These…