What to Consider When Deciding on Pay Structures, Contracts

Published on October 29, 2025

One key to retaining talent is making sure the right pay structures and work arrangements are offered to advisors. That entails being clear on whether employees desire a client-servicing role, or one that is commission-based and centered around getting new leads.

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Why Superficial Personalization Won’t Cut it for Today’s Financial Advisors

October 29, 2025
Delivering true personalization is simply too time-intensive for most advisors, and the effort required creates a vicious cycle. Advisors compromise, clients remain dissatisfied, and growth takes a back seat. The system is broken because advisors lack the tools to balance genuine customization with running and scaling their practices.

Rethinking the 60%

October 29, 2025
Alternative equity strategies that have provided superior returns for decades are no longer walled off from individual investors.