Designing an Advisor Comp Plan under the DoL Fiduciary Standard



This report will help to determine which of the components of Advisor compensation are worth fighting to keep when designing the post-DoL plan because they influence Advisor behavior in ways that align them with the objectives of the firm and the needs of clients.

Kehrer Bielan has examined how the detailed elements of Advisor comp plans in 61 financial institutions impact Advisor productivity, acquisition of new assets, profitability, Advisor recruitment and retention, and other objectives of the firm.

Additional information

Number of Advisors

Fewer than 25 Advisors, 25-100 Advisors, More than 100 Advisors, Product & Service Providers