Apr 27, 2022 | Advisors, Bank BDs, Banks, Compensation, Credit Unions, Third Party BDs
Comparing the Performance of Advisors Employed by the Institution or Its BD Partner Financial institutions working with third party broker dealers face a choice of employing and managing their financial advisors or outsourcing the employment and management of the...
Nov 5, 2019 | Compensation
Advisors Receive A Raise In 2020 An important component of 2020 advisor incentive plans is the new FLSA Rule which raises the minimum salary thresholds for exemption from overtime pay starting January 1, 2020. To qualify for the exemption, employees generally must be...
Jun 6, 2019 | Advisors, Compensation
Highlights From The 2018 Advisor Compensation Study Over the past few years firms have felt the impact of an ever-increasing market demand for high performing Financial Advisors. The changing behavior to greater advisory revenue has created an increased emphasis on...
Dec 9, 2016 | Compensation
Inauguration Day is six weeks away, and plenty of uncertainty remains surrounding what action, if any, the incoming administration will take on the Department of Labor’s Fiduciary Rule for qualified retirement accounts. But dramatic changes to financial advisor...
Jun 29, 2016 | Compensation
Advisors in banks and credit unions enjoy an advantage over other providers of financial advice because they have the support of the branch network and the client referrals branch staff generate. How valuable are these referrals? The market tells us how advisors value...
Jan 6, 2016 | Compensation
Multiple Month Advisor Compensation Plans Outnumber Single Month Plans By More Than Two To One According to new Kehrer Bielan research, Advisor incentive plans that calculate payout based on a rolling month production average account for almost seven in ten...
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