Team Up to Stand Out: The 2013 People and Pay Study
Advice delivery does not necessarily have to be a team sport, but it is no coincidence that the industry’s most competitive firms are team-focused.
Smaller Pieces Make a Bigger Pie
Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.
Much has been written about sellers seeking liquidity or succession solutions, but the real story of the day is the amount of money chasing after a small pool of advisory firms and broker-dealers.
Recovery continues for financial advisory firms.