Trends in Wirehouse Advisor Compensation: Implications for the Bank Financial Advice Community
Trends in Wirehouse Advisor Compensation:
Implications for the Bank Financial Advice Community
Tuesday, January 26, 2021
3:30–5:00 p.m. Eastern
The Wirehouses set the bar for how top advisors are compensated, and which clients are not worth their time. Wirehouse compensation plans influence the calculus about whether to go independent or join a regional or bank-based brokerage firm that still values mass affluent or somewhat affluent clients.
Join Kehrer Bielan for an in-depth assessment of trends in how wirehouses compensate advisors, and their implications for:
- Advisor retention
- Succession planning
- Advisor development
- Limits on compensable revenue
Due to travel restrictions and the awkwardness of in-person meetings during the pandemic, we have reimagined our leadership study groups as virtual conversations.
Sponsorship
This complimentary study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.
