Paying Advisors: Considerations Surrounding Cash Compensation

Published on April 1, 2026

How should RIAs think about advisor cash compensation? This article focuses on the salary, bonus, and benefits arrangements commonly used in the industry and typically documented in investment advisor representative (IAR) agreements.

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The Power of Multi-Asset Investing

April 1, 2026
The market environment of 2025 provided a compelling example of the benefits of multi-asset investing. Importantly, it is possible that the conditions that supported diversified, multi-asset portfolios last year may persist in 2026 and well beyond.

How to Understand What Really Matters to Your Clients

April 1, 2026
This week’s column is dedicated to improving two of the most critical skills: asking strong open-ended questions and listening in an active and reflective way. Let’s start with the harder part — listening.