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Voices How to compensate partners to keep your firm on track

Added on April 2018 in Plan for the Future
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Summary: If your firm is considering making any changes to your existing partner compensation plan, from a minor tweak to a major overhaul, there are some basic concepts that you should keep in mind.

Compensation: Payday payoffs for RIA advisors

Added on April 2018 in Plan for the Future
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Summary: RIAs are flush, and odds are that revenue and AUM are up at your advisory firm. So, have you gotten a raise yet?

Apathy, blind spots and fixes: 10 insights on workplace harassment

Added on April 2018 in Plan for the Future
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Summary: [Slideshow] The research, conducted in February and March of 2018, reveals which industries have the highest prevalence of unwanted sexual conduct, blind spots that may be preventing corrections, and how millennials differ from other generations on possible solutions.
 

10 tips for hiring top young advisers

Added on March 2018 in Plan for the Future
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Summary: [Gallary] Because hiring is not easy, and retaining good employees can be even more difficult, we tapped the insights of Caleb Brown, author of the new book "Successful Hiring for Financial Planners: The Human Capital Advantage."
 

When an Owner and His NextGen Advisors Don't Get Along

Added on March 2018 in Plan for the Future
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Summary: A year ago, I visited a financial advisory business where the older, more senior advisor was at odds with the younger, more junior advisors. The next generation was avoiding talking with the owner as he was always “grumpy” and seemed to show them no respect.  

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