Broker

A broker is a person or a company that acts as an intermediary, facilitating transactions between buyers and sellers. A fee or commission is charged once the deal has been executed.

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Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.

How Will the COVID-19 Pandemic Affect Advisor Compensation? 

An accelerating technology landscape and a pandemic-induced reset on how people think about their health and financial security are bringing a wave of change to wealth industry compensation.

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.

Xtiva raises $10 million from Recurring Capital Partners to accelerate…

Xtiva announces financing to invest in product capabilities and expand in key markets

How Advisors Can Boost Digital Marketing While Social Distancing

Keep your practice top of mind during a crisis.

Keeping up with IIROC Reforms

We have compiled some areas of regulatory compliance attention for Canadian wealth management firms to help prepare for IIROC's new posture.

WealthTech Trends 2020 Revisited

The key trends driving innovation in wealth technology and digital advice have not changed – they have just been accelerated by the COVID-19 pandemic.

Tips for Meeting Virtually with Clients as a Financial Advisor

Connect with clients through digital meetings.

Best Practices for Working from Home as a Financial Advisor

Make the most of your workday from home.

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