At Xtiva we have studied and opined on advisor compensation trends in wealth management for many years, not only on the scope of change but also on the pace. In this series, we discuss the major ...

UBS’ second-quarter results reveal the change in compensation structure in the US wealth management division has paid off. Profits rose 26% over the same period last year. Tom Naratil, UBS Tom Naratil ...

In times of turmoil, good financial advisor firms focus squarely on their clients. We saw this during the Great Recession of 2008 and 2009, and again in the wake of the 2020 crash and throughout the ...

The Wall Street giant reported $1 billion for its wealth management unit for the first three months of the year. That figure — which exludes profits coming from the former First Republic Bank business ...

Women in leadership have made great strides in breaking barriers and negotiating for higher salaries. However, many still leave significant wealth-building opportunities on the table by not fully ...

UBS is reducing its base compensation for its low-end producers while making more modest cuts higher up the income-generation scale. Processing Content The new compensation policy rolled out by the ...

The vast majority of individuals make their livings from wages, salaries, or other forms of labor compensation. However, this is changing as our outlook on work and how income is earned continues to ...

While many advisors excel at rainmaking, they often lack skills around hiring and compensation. Getting this right is even more important in a tight job market to prevent crippling business mistakes.

Compensation in the Canadian wealth management business is expected to jump by about 20% this year, according to global executive search firm Russell Reynolds Associates. “The Canadian asset and ...

With no investment minimums or commissions and the flexibility to pay annually, clients can enjoy agile financial planning tailored to their unique circumstances. Additionally, Augustus Wealth ...

JPMorgan's wealth management profits plummeted in the first quarter following a steep increase in compensation expenses. The Wall Street giant reported $1 billion for its wealth management unit for ...