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…

Secrets to Building a Great Advisory Team

Engaged workers offer the best chance for future growth. When employees pool resources, a firm can deliver better service.

Driving profitability in the complex advice industry

Product complexity, distribution constraints, compliance requirements, and low interest rates have put a squeeze on the profitability of many financial advisory firms.

New Study: Sales Enablement Impact on Financial Industry Growth

Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva Financial Systems is launching a major research project to examine…

Sales Performance Management

The Xtiva Performance Management application will empower you and your Users to drive optimal performance across your team.

The DOL and Sales Performance Management

The ‘DOL’ is a game changer. We just aren’t sure which game it is changing… yet. Like most, we believe that the DOL rule will be among the most material…