People and Pay

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  Smaller Pieces Make a Bigger Pie

  By Eliza DePardo, Dan Inveen  |  May 22, 2012

  Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.

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  Building a Talent Hothouse

  By Dan Inveen, Eliza DePardo  |  March 26, 2012

  With just two associate advisors available to replace every three lead advisors; creeping compensation costs for advisory positions; and woefully low levels of succession planning, the demand for top talent is outstripping supply.

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  Sounding the Alarm

  By Eliza DePardo, Dan Inveen  |  December 28, 2011

  Lately an advisor can rarely open a trade publication without coming across at least one article focusing on succession planning.

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  Endangered Supply

  By Eliza DePardo, Dan Inveen  |  August 24, 2011

  Recovery continues for financial advisory firms.

• People and Pay: Use the Lebron Rule of Retention

  By Dan Inveen, Eliza DePardo  |  September 1, 2010

  When LeBron James announced his game-changing move to the Miami Heat from his once beloved Cleveland Cavaliers, owners, players, fans and even casual observers took...

• The Business of Advice: Paying to Fail

  By Dan Inveen, Eliza DePardo  |  June 1, 2010

  Everyone has heard the old adage "you get what you pay for." Applying this maxim to an advisory firm leads to the conclusion that more...

• Structuring for Success

  By Dan Inveen, Eliza DePardo  |  March 1, 2010

  As football fans are well aware, the New Orleans Saint overtook the Indianapolis Colts to win this year's NFL Super Bowl championship. To outperform the...

• Advisor Exceptionalism

  By Eliza DePardo  |  January 1, 2010

  The stress testing endured by advisory firms over the last 18 months yielded an uncomfortable, and at times overwhelming, level of pressure for advisory firm...