Rethinking the 60%

Published on October 29, 2025

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

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What to Consider When Deciding on Pay Structures, Contracts

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.

Ex-Morgan Stanley Advisors Sue DOL Over Deferred Compensation Opinion

October 29, 2025
An attorney for the plaintiffs accused the Labor Department of an “illegal agency overreach” after the wirehouse allegedly lobbied the agency to weigh in on whether deferred compensation plans are protected by federal law.